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
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
Visit the Console at https://sheets.tillerhq.com/auth/login
Click "Connection > Edit credentials" next to the open banking enabled institution
Follow the prompts to "update" your connection.
Usually during the update process you're asked to...
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.
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.
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
I'm getting an error during the update process
If you get partway through the update process, you can try these steps
Try again later (we've found these errors are intermittent)
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.
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.
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.
Try using a Google Chrome incognito browser session.
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.
Make sure Tiller is added to any privacy shield settings you might have turned on at the browser and computer level.
Be sure you have enabled 3rd party cookies for Tiller.
Double check that your network configuration (e.g., Pi-hole) or advanced security settings allow you to access Tiller.
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.
I'm 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
The missing account as it appears in the list when you log in directly to the bank's website
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
If you run into issues review the "Open Banking Troubleshooting" section
Sites that are enabled for open banking serviced by Charles Schwab:
Charles Schwab (Option Center)
Charles Schwab (Signature Alliance)
Charles Schwab (Equity Award Center)
Charles Schwab Intelligent Advisory
Sites that are enabled for open banking serviced by Wells Fargo
Wells Fargo Retirement Services
Wells Fargo (Your Retirement Plan)
Wells Fargo Retirement Plan
Wells Fargo Advisors
Sites that are enabled for open banking serviced by Capital One:
Walmart Credit Card
Sites that are enabled for open banking serviced by Novo Bank:
The open banking connection will be enabled on August 23, 2022. These steps need to be completed by Sept 23, 2022 to avoid gaps in your transactions data.
Sites that are enabled for open banking serviced by TD Bank:
TD Banknorth - Mortgage
Navy Federal Credit Union
The open banking connection will be enabled on March 27, 2023. These steps need to be completed by April 27, 2023 to avoid gaps in your transactions data.
Affected sites: https://my.navyfederal.org/NFOAA_Auth/login.jsp