Connections may break occasionally. If you run into a Connections error, try these steps or contact your advisor for help.
Click on Find New to begin. This starts a new session at your financial institution, ensuring you are troubleshooting the most recent error that may be affecting your connection.
Re-enter log-in credentials. Some financial institutions set passwords to expire after a certain length of time. If this happens, you’ll need to update your password at your financial institution and then update the connection on your Personal Financial Website.
One-time access code. Some financial institutions require a secure access code before connecting to your Personal Financial Website, which will be sent from your bank via email, text, or phone call. If you see this error, be sure to log in at the institution’s website directly before requesting the access code be sent.
Do not delete the account. Deleting the connection will remove any accounts, transaction history, and tickets that are currently open. This can affect your spending and budgets and delay our ability to resolve the issue.