Mobile App: How to Update or "Fix" Accounts

To update or "fix" an account in error in the mobile app, follow these directions:

1) Click "Accounts" to be directed to your account screen.

 

 

2a) To update your accounts, click on the Refresh icon and your account will be added to the queue.

NOTE: Accounts will not update immediately, they will be added to a queue of accounts waiting to be updated and they will be updated in the order that they were added to the queue.

2b) If you have an account that is currently in error, you will see this account highlighted in yellow and a brief description of the error will be included.

2c) To fix an account that is currently in error, click "Fix It" and you will be directed to a new screen.

 

 

3) Enter in your account credentials. Please keep in mind that this system is case sensitive and your credentials need to be added exactly as they are on your bank website.

4) Click "Authorize your account" and your account will be updated accordingly.

If the bank or eCommerce solution that you would like to update or "fix" is still going in to error, please Submit a Ticket HERE. (Please make sure to include the bank name, account type and URL that you use to login and we'll gladly help you out. (EG- Chase, Business, Checking Account, https://www.chase.com/))

 

 

NOTE: If you are unable to successfully update or "fix" your account, please check to make sure that you have a sufficient WIFI, 3G or 4G signal. If you do not, please try again when you are able to get a stronger signal.

 

As always, we suggest that all users update their version of our mobile app to the most recent version so that you can take advantage of all of our new and exciting features. So keep an eye on our announcements page for future mobile updates.

And, thanks to all the vocal Android users, we know you'd like an app too. We plan to have an Android app in the future, but unfortunately we do not currently have an ETA. If you'd like to tell us how you'd use the app, please take our survey.

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