Why am I receiving this error?
This error is related to the security process happening during sign-in. Your bank is requiring that you either enter a one-time passcode or answer a security question to verify that it's you trying to connect your bank account to EveryDollar.
How do I resolve this error?
- Occasionally, you'll see a prompt asking you to "Update login" next to the bank account name in your Accounts tab. Click this prompt and follow the steps to address the security requirements to clear the error and reconnect.
- If you do not see the "Update login" option but do see the "!" indicating there is an error with your account, delete the bank (instructions HERE) and then re-add it by addressing the security requirements again.
- Once this verification requirement is complete and the error is resolved, EveryDollar will search for any available transactions and account balance information to import.
How often do I have to address these security prompts?
It depends! Some banks and institutions require that you either answer a security question or enter a one-time passcode every single time you want to connect to the institution in a third-party tool like EveryDollar. This is a feature of their security settings. You may be able to reach out to your bank directly to see if they can reconfigure that security requirement for your account. We have found that changing to a security question instead of a one-time passcode may allow you to stay connected in EveryDollar for a longer period of time. Unfortunately, since this is a decision on your bank's side, there's not much we can do to bypass that feature.