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Use this guide to troubleshoot financial connection errors and provide the support team with the required details.

Financial Connections Error Troubleshooting Guide

Common issues and troubleshooting tips for missing accounts.

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

Learn more about what to expect when there is a data feed outage and when we communicate with Yodlee about it.

Learn more about why you might be having issues connecting your bank account and what to do about it.

Learn how to handle duplicated accounts on the Console and in your sheet.

If you're seeing a Cookie settings error when trying to add or refresh an account use these steps to fix this issue.

Learn more about Archived Accounts on the Account Summary in the Console

Find answers and get help from Intercom Support and Community Experts

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