Money Manager

We have upgraded our third-party account aggregation service to provide you with a better user experience that gives you access to more of your accounts and includes the latest authentication protocols to keep your accounts safe.

Unfortunately, this change no longer allows us to access the third-party accounts you have already added using the previous method, and they will be marked as inactive accounts. Historical data will still be available for these accounts, but we will not be able to retrieve new transactions or updates associated with the accounts.

To provide you with the best solution for accessing and adding third-party accounts, we had to upgrade the method for accessing those accounts. This new method prevents us from being able to access accounts that were previously added using the preexisting method. To see the latest account and transaction information, you’ll need to add that account using the new and improved method.

To provide you with the best solution for accessing and adding third-party accounts, we had to upgrade the method for accessing those accounts. This new method prevents us from being able to access accounts that were previously added using the preexisting method and are therefore considered Inactive. To have these accounts display as Active accounts, you’ll need to add them again using our new and improved method.

If the Goal you created is tied to an account we no longer have access to, we’ll be unable to retrieve new transactions from those accounts. If the account related to your Goal is a third-party account and is listed as an inactive account, you’ll need to re-add this account using our new and improved method of adding third-party accounts. Once added, you’ll need to update your Goal to use this account. For Payoff Goals, that means going into that Goal and updating it to use the new account you just added. For Saving Goals, you’ll need to create a new Goal.

If you no longer see a Goal that you previously created, it’s likely that the account you used to set up that Goal is no longer available. If you’ve deleted or archived an account that was being used by a Goal, you’ll need to create a new Goal using an active account.

If you’ve added an account using our new method of adding third-party accounts and that account was previously added using the preexisting method of adding accounts, we will view those as individual accounts. When the new account was added, we retrieved 90 days of historical data for that account, which has the potential to overlap with the account you previously added. To remove the transactions that appear to be duplicates, we suggest archiving the account you previously added. Please keep in mind that archiving an account will result in losing historical data for that account. If you prefer not to archive an account you previously added, most of the tools we provide allow you to choose which accounts you prefer to use. For example, if you’re seeing transactions that appear to be duplicates, you can change the transaction filters to exclude the account you added using the previous method of adding third-party accounts.

To provide you with the best solution for accessing and adding third-party accounts, we had to upgrade the method in which we access those accounts. This new method prevents us from being able to access accounts that were previously added using the preexisting method and are therefore considered Inactive. To have these accounts display as Active accounts, you’ll need to add them again using our new method.

For any account listed as Closed, you’ll still be able to see the historical data that shows today throughout the various features of our application, but we’ll no longer be able to access these accounts. As a result, updates to those accounts or any new transactions will no longer be available. To access the latest account information, you’ll need to re-add those accounts using our new method of adding third-party accounts. If you’re adding accounts you previously added, you should consider archiving the account that was added using the previous method. Please see the section below for details.

When you archive an account, that account will no longer be used in the different features available on this application. While closed accounts show historical information, archived accounts will not show historical or new information throughout the various features on this application. We suggest that you consider archiving any accounts you previously added before you re-add the same accounts using our new method of adding third-party accounts. When you add an account using our new method, we’ll retrieve 180 days of historical data for you. If the account you previously added has transactions in that 180-day window, you’ll see those same transactions appearing for the new account you added as well. For security reasons, we do not access your account number, and therefore we view those accounts as two distinct accounts. By archiving the account you added using the previous method, you’ll eliminate the possibility of seeing the same transactions under different accounts. If you don’t have transactions available in the previous 90 days for accounts you previously added, you don’t need to be concerned about this scenario. If you don’t wish to archive accounts you previously added, you can also use the filters available for each of the features in our application to select which accounts you wish to hide or show.

Yes, using our new method of adding third-party accounts you’ll be able to link your investment accounts and view your balance, along with any transactions available for those accounts. For the initial release, the ability to pull in Position data and show details about the individual stocks included within the investment will not be available. We’re working on a solution to be able to provide you with that information. We don’t yet have an estimated completion date; however, we will continue to provide updates.