![]() ![]() Some Betterment customers have to turn on 2FA (with Authy App) to connect or refresh Capital One (US Accounts Only) This institution does appear in the search results to add to Tiller, but the institution is currently blocking our data provider’s access and is therefore unsupported at this time. Customer should have all my accounts as a regular status. Yodlee can not recognize any accounts that are indicated (with a gold star) as favorites. ![]() Only savings accounts are supported - checking accounts will not be pulled in. Specific Institution Issues/Changes American Express Read more about the Outage Dashboard on our help center. This is an automated sheet powered by global outage alert emails from our data provider that we periodically manually clean up if the data gets too stale (sometimes their alert system fails to send an email when something is resolved and the ETA has passed). Generally if the start date is several months old we believe the support for the institution will be discontinued. Please be aware that Insitutiton Outage ETAs can get pushed, sometimes one day at a time, several times, for weeks (or in some cases months). Sometimes our data provider has a global outage with a specific institution that affects many or all customers that have accounts at that financial institution.Ĭheck the Institution Outage Dashboard to see whether your issue is related to a global outage between our data provider and your specific institution. Yodlee is unable to pull in sub-accounts for any institution.We recommend deleting the duplicates, but do let us know if duplicates persist. Some institutions will pull in transactions dated in the future right at the beginning of the year for most if not all of last year’s transactions.This means that the final zero balance of a paid off loan or mortgage account will often need to be manually updated. Account balances cannot be pulled from closed accounts.Loans: As of September 2020 - Our data provider can pull the principal balance only.Credit card due dates and statement balances are unsupported by our feeds at this time.Insurance, utilities, and rewards account types are unsupported by our feeds at this time.If any of your accounts require two factor authentication or the automatic refresh capability has been disabled for your accounts you will need to refresh your accounts on the Tiller Console under Account Summary to make your data available.You can read more about limited vs full support here and review the support status for institutions in this list. Some institutions you may have connected or find in the search results to connect are considered “limited support” meaning there are fewer customers connecting this institution across all of our data provider, Yodlee’s, network and so these issues will take longer for them to resolve. ![]() The integration with this provider is unique to our product so the experience will be different than that of other tools that might also use the same provider. It’s a different provider than the one that Mint, Quicken, and Quickbooks use.
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