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Updating open banking enabled connections
Updating open banking enabled connections

A guide on how to get your open banking connections working.

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

Open banking is a new secure industry standard allowing Tiller to offer faster and more reliable bank data feeds from your institutions to your spreadsheets. You can read more about what all this means here on the Tiller Community.

So far we support the following institutions for open banking:

  • Bank Of America

  • Brex

  • Capital One

  • Charles Schwab

  • Chase

  • Citibank (online.citi.com)

  • Novo

  • Wells Fargo

  • Yotta

  • TD Bank

  • Navy Federal Credit Union

  • American Express

  • Edward Jones

  • USAA

  • U.S. Bank

  • Robinhood

  • Fidelity Investments & Fidelity Net Benefits (as of November 9th)

If you're having issues getting any of the above institutions updated to use the open banking connections read on below.

Why do I have to update?

The update process is establishing a one time direct connection between Tiller, our data provider (Yodlee) and your bank. You enter your credentials and any security codes or answers as part of the update process, but you are authenticating directly at the bank's site. You'll also authorize Tiller to access your transactions and balances. You can revoke this access at any time at the bank's site directly.

How to update the connection

  1. Visit the Console at https://my.tillerhq.com/

  2. Click "Connection > Edit credentials" next to the open banking enabled institution under the Connected Account Summary

  3. Follow the prompts to "update" your connection.

Usually during the update process you're asked to...

  1. Log in to the institution using your username and password - this is a direct login to the banking website. Your credentials are not being used or stored by our data provider. Note: This may also require you to enter a two factor authentication code.

  2. Choose which accounts you'd like to share access to for updating your spreadsheet. Tip: If you have shared access for accounts that are associated with a separate login for the same institution we recommend not connecting these via this update process, but feel free to add that second login.

  3. Give consent that Tiller can pull data for these accounts. Note: Your consent may expire for some institutions after a period of time and you'll be required to complete the above update steps again to re-establish the connection. Usually this about 90 days, but it can vary by institution.

Open Banking Troubleshooting

Error during the update process

If you get partway through the update process, you can try these steps

  1. Try again later (we've found these errors are intermittent)

  2. If you have accounts that are shared with/originating from another login at the same institution, try unchecking those accounts during the authorization/consent process.

  3. If you're using a VPN, try logging off and then try in Tiller again. Whitelisting the site within your VPN settings may be an option, but we've definitely seen success with customers who simply log off the VPN completely.

  4. Try using a different browser. We recommend Chrome for the best experience, but if you're seeing it Chrome, try again in Firefox or Safari. We've seen cases where Edge and Brave browsers don't work well with getting these sides connected.

  5. Try using a Google Chrome incognito browser session.

  6. Disable all extensions and plugins including privacy shields, cookie blockers, ad blockers, and pop up blockers you have enabled in your browser. We recommend turning off all of them and then try logging in. If the login is successful, turn them on one by one to figure out which one is causing the issue.

  7. Make sure Tiller is added to any privacy shield settings you might have turned on at the browser and computer level.

  8. Be sure you have enabled 3rd party cookies for Tiller.

  9. Double check that your network configuration (e.g., Pi-hole) or advanced security settings allow you to access Tiller.

  10. Try changing your password directly at the bank site and then try again in Tiller

If none of the above work, reach out to our team for help via the chat.

Missing an account from the consent screen

If you have read-only access to accounts owned by a different login at the same institution you'll need to have that person connect their accounts to Tiller. Read-only accounts are not available for the open banking connections.

If you're missing an account from the consent screen that is not a read only account, and you are the account holder, reach out to our support team via chat and share the following screenshots

  1. The missing account as it appears in the list when you log in directly to the bank's website

  2. The consent screen (The Tiller Console > Account Summary > Edit/add screen with the check boxes to select accounts you want to pull data from) where the account is missing

Invalid Request error

If you see an error that just looks like "code" (example below) in the pop up window when you're trying to connect an open banking account try the steps below to clear out cookies for Tiller and the institution.

{"error": "invalid_request","error_description": "Validation error"}

If you're using Google Chrome you can use the steps below. If you're using another browser you should be able to get instructions on how to delete cookies by searching that browser's help documentation.

  1. Open Settings for Google Chrome

  2. Choose Privacy and security from the left menu

  3. Choose Cookies and other site data

  4. Choose See all site data and permissions (about halfway down the page)

  5. Search for Tiller in the upper right of the page

  6. Delete the Tiller cookie

  7. Repeat for the specific institution you're trying to connect to delete its cookies

  8. Quite and restart Google Chrome

  9. Log in at https://my.tillerhq.com and try connecting the institution again

Open Banking Institution Details

Charles Schwab

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section

Sites that are enabled for open banking serviced by Charles Schwab:

Wells Fargo

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites that are enabled for open banking serviced by Wells Fargo

Capital One

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites that are enabled for open banking serviced by Capital One:

Site Name

Site Login URL

Capital One

Cabela’s Club

Walmart Credit Card

Novo Bank

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites that are enabled for open banking serviced by Novo Bank:

Site Name

Site Login URL

Novo Bank

TD Bank

The open banking connection was enabled on August 23, 2022. These steps need to be completed by Sept 23, 2022.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites that are enabled for open banking serviced by TD Bank:

Navy Federal Credit Union

The open banking connection was enabled on March 27, 2023. These steps need to be completed by April 27, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

American Express

The open banking connection was enabled on June 12, 2023. These steps need to be completed by July 12, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Amex sites affected by this upgrade.

Site Name

Site Login URL

American Express (Business Checking)

American Express Cards

Kabbage

Edward Jones

The open banking connection was enabled on July 25, 2023. These steps need to be completed by August 25, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites affected by this upgrade.

Site Name

Site Login URL

Edward Jones

USAA

The open banking connection was enabled on July 25, 2023. These steps need to be completed by August 9, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites affected by this upgrade.

U.S. Bank

The open banking connection was enabled on August 8, 2023. These steps need to be completed by September 8, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites affected by this upgrade.

Robinhood

The open banking connection was enabled on August 23, 2023. These steps need to be completed by September 23, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

Sites affected by this upgrade.

Site Name

Site Login URL

Robinhood

Fidelity

The open banking connection is available as of November 9, 2023. These steps need to be completed by December 6, 2023.

  1. Follow the steps in the "How to update the connection" section above

  2. If you run into issues review the "Open Banking Troubleshooting" section above

The Fidelity open banking upgrade applies to Fidelity Investments and Fidelity Net Benefits including the numerous 401k employer sites serviced through Fidelity.

This upgrade does not apply to the Fidelity Rewards Visa Signature Card. Bank feeds for those credit cards will continue to be provided via the Fidelity Rewards Visa Signature Card site.

If you have those credit cards connected via the Fidelity Investments site, they will no longer work after completing the Fidelity Investments upgrade and you will need to re-connect those cards using the Fidelity Rewards Visa Signature Card site. If you run into duplicates, you can check out our guide here on how to clean that up.

Fidelity Investments Sites

Fidelity Net Benefits Sites

Site Name

Site Login URL

Fidelity Net Benefits

Fidelity.com@work

Fidelity NetBenefits Textron

IBM Fidelity NetBenefits

Fidelity Net Benefits (Chubb)

Amazon 401k (Fidelity NetBenefits)

Nationwide (NetBenefits)

The Hartford (Fidelity)

AT&T Fidelity NetBenefits

Bluestem 401k

Microsoft 401k

Northrop Grumman Savings Plan

Ernst & Young (Fidelity Net Benefits)

Fidelity Benefits-Outside US

Boeing Company 401K

Fidelity Verizon

Bayer Employee Benefits (Fidelity 401k)

United Health Group (Fidelity )

Dell 401k (NetBenefits)

American Airlines 401k

Direct Account Plan 401k

Texas Instruments (NetBenefits)

State Universities Retirement System

CBRE NetBenefits Fidelity

General Dynamics Corporation 401k

Hewlett-Packard Company 401k

Cisco Systems 401k

Nike 401k (NetBenefits)

Huntington Bank 401K

Cleveland Clinic (Fidelity NetBenefits)

GE Retirement Savings Plan

HoneyWell Savings Program (Fidelity)

NI Source (NetBenefits)

Fidelity Investments (Boeing)

Cablevision CHOICE Retirement 401k

Johnson & Johnson

Fidelity BASF

Northern Trust Employee Retirement

Royal Bank of Canada (NetBenefits)

St. Luke's Hospital 401k

Toyota Benefits Center

Adventist HealthCare Retirement Plan

DOW Netbenefits

Marathon Petroleum (NetBenefits)

MBNA American Bank 401k

Fidelity Investments (Indiana University)

University of Washington

Securian (U of M Plans)

Eaton Corporation

UC Health

Houston Methodist (Fidelity NetBenefits)

Shell 401k

Ohio State University Fidelity NetBenefits

Oregon Health and Science University (OHSU)

University of Florida (Fidelity)

University of Pennsylvania Health System

Reed Smith, LLP (Retirement Solutions)

Novartis

University of Kentucky (Fidelity NetBenefits)

University of Michigan

Allergan NetBenefits

Mercy Health

The California State University

SBC Communications 401k

University of Nebraska 401a (NetBenefits)

Capgemini 401k

UBS One Source (Marsh & Mclennan)

Polaris ATV Retirement

The University of Utah

Unilever Fidelity

Dun & Bradstreet (Fidelity)

Halliburton 401k

University System of Georgia

Fidelity Investments (University of Maryland)

University Of Notre Dame Fidelity Benefits

Sacramento Municipal Utility District (Fidelity)

Tegna

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