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Using the Institution Alert Dashboard
Using the Institution Alert Dashboard

Learn how to check in on known alerts and outages with some of your institutions.

Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

The Institution Alert Dashboard is intended to help keep you informed about data feed outages and other alerts our data provider, Yodlee, has reported to us or that we've observed by talking to other customers.

The dashboard is part of our proactive troubleshooting around account connection errors, missing transactions, and staying updated on a tentative ETA for an issue's resolution. 

Reasons you may check the dashboard: 

  1. To understand why you can't connect (or reconnect) an account.

  2. To understand why you're missing data for a specific account.

  3. To get details about the issue type for an outage or alert.

  4. To get information on when you can try again or steps you may need to take to re-connect. 

  5. To get the latest updates or revised ETA on the issue.

These are global alerts that affect many customers and some or all account types for the institution. The dashboard will indicate the name of the institution, date that the issue started, a tentative ETA for the fix, as well as the date of the last update we received from Yodlee, and the alert description.

Please note that ETAs commonly get extended. Most information displayed on the alerts dashboard is being automatically updated based on emails we receive and process from Yodlee. An ETA is not the exact date an issue will be fixed, but rather the time at which you should return to the dashboard to see if the issue is still being worked on or to try again. More on this below

Alert Description Types

Site Temporarily Unavailable

The site is down temporarily and you will not be able to refresh or connect.

Actions:

  • Please continue to monitor the Alert Dashboard until the institution is no longer on the list.

  • If you continue to have issues refreshing or adding the account after the institution has been removed from the list please reach out to us via the Messenger/Chat tool in the lower right corner of this page.

Technical Error

The site is down temporarily and you will not be able to refresh or connect.

Actions:

  • Please continue to monitor the Alert Dashboard until the institution is no longer on the list.

  • If you continue to have issues refreshing or adding the account after the institution has been removed from the list please reach out to us via the Messenger/Chat tool in the lower right corner of this page.

Site Layout Change

Login Form Change

Complete Site Change

The site is down temporarily and you will not be able to refresh or connect.

Actions:

  • Please continue to monitor the Alert Dashboard until the institution is no longer on the list.

  • If you continue to have issues refreshing or adding the account after the institution has been removed from the list please reach out to us via the Messenger/Chat tool in the lower right corner of this page.

User Action Required

The bank site has made a change that requires you to take action to continue refreshing your account. Generally following the steps below will clear up the issue for you.

Actions:

  1. Log into the online banking site

  2. If you see a popup, modal, or dialog follow whatever steps it is prompting you to do.

  3. Try again on the Tiller Console at https://my.tillerhq.com/

If the above steps do not help, try the following to see if you’re prompted to take action, then try again in Tiller.

  • Navigate to the transactions page for each account you have connected to see if you get prompted to do something.

  • Double check the notifications section for the online banking site for a prompt if applicable.

  • Confirm that your contact information at the Institution website is correct. Make an edit and re-save, even if nothing has changed then.

  • Contact the institution's technical support team and ask them if there have been recent changes that would affect access by 3rd party tools and services

If none of the above help, we're unable to troubleshoot further so we recommend the following:

  • Please continue to monitor the Alert Dashboard until the institution is no longer on the list.

  • If you continue to have issues refreshing or adding the account after the institution has been removed from the list please reach out to us via the Messenger/Chat tool in the lower right corner of this page.

Permanently unavailable

Our data provider has recently disabled support for the institution.

Actions:

  • You will no longer receive automated feeds of transactions and balances for this institution

  • You can manually import your bank data for these institutions

Financial Institution Blocking Yodlee Access

The institution is blocking our data provider's access to their website so you won't be able to pull data for this institution at this time.

Actions:

  • You will no longer receive automated feeds of transactions and balances for this institution until the institution stops blocking access

  • You can manually import your bank data for these institutions

How to use the Institution Alert Dashboard

  1. Open the dashboard found here.

  2. Review the list of alphabetized Institutions to see if yours is on the list

  3. Review the start date, tentative ETA, and last updated date

  4. Try updating the credentials for a connected account or adding the account again on the ETA date. 

  5. If you're still having problems updating it on the ETA date, check the dashboard again to see if the ETA has been pushed. 

Note: press CTRL + F (CMD + F on Mac) to search for your institution.

Notes about ETAs of issues

The ETA for the fix, as well as most other data in this dashboard, is provided by our data provider, Yodlee, and is automated into this dashboard. In our experience, the ETA for a fix can continue to get pushed. 

If the ETA for an issue has passed, and there is also no recent update about the issue, it is our understanding that it is still ongoing. 

If you find this is the case for an issue with one of your institutions (the ETA was more than a week ago and there has been no recent update) please let us know by emailing support@tillerhq.com with account specifics and we can contact them to try and get more information.

If there is no ETA for a listed issue, it is likely one that we've manually added based on a high number of customers experiencing issues, but Yodlee hasn't issued an alert for it yet. 

Types of Issues that Cause Global Alerts

The most common cause for a global alert for an institution is when the institution (e.g. Bank of America, Discover, Amex) changes their banking site's layout, which requires our data provider to adjust the integration with that specific bank so they can continue accessing the transactions and balances. 

Sometimes banks also improve their security mechanisms by requiring all customers to turn on multi-factor authentication, like receiving and inputing a secondary code. These types of security changes can also require our data provider to re-work integrations. 

The fix for these issues varies from weeks to months.

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