BEFORE posting a new topic in this category please review the below known issues list.
We update this topic frequently with know issues, behaviors, or workarounds we hear about via our chat and email support channels. Sometimes these are reported by customers other times we gain these insights by working directly with our data provider on an individual customer’s issue and believe they apply more broadly to many customers
The below are some limitations and important things to understand about Tiller Money’s financial data feeds.
- We use a data provider to pull data from your banks. It’s a different provider than the one that Mint, Quicken, and Quickbooks use. The integration with this provider is unique to our product so the experience will be different than that of other tools that might also use the same provider.
- If any of your accounts require two factor authentication or the automatic refresh capability has been disabled for your accounts you will need to refresh your accounts on the Tiller Console under Account Summary to make your data available. Read more on our help center here.
- Insurance, utilities, and rewards account types are unsupported by our feeds at this time.
- Credit card due dates and statement balances are unsupported by our feeds at this time.
- Loans: As of September 2020 - Our data provider can pull the principal balance only.
- Account balances cannot be pulled from closed accounts. This means that the final zero balance of a paid off loan or mortgage account will often need to be manually updated.
Sometimes our data provider has a global outage with a specific institution that affects many or all customers that have accounts at that financial institution.
Check the Institution Outage Dashboard to see whether your issue is related to a global outage between our data provider and your specific institution.
Please be aware that Insitutiton Outage ETAs can get pushed, sometimes one day at a time, several times, for weeks (or in some cases months).
Generally if the start date is several months old we believe the support for the institution will be discontinued.
This is an automated sheet powered by global outage alert emails from our data provider that we periodically manually clean up if the data gets too stale (sometimes their alert system fails to send an email when something is resolved and the ETA has passed).
After the 2/20 outage, customers will be prompted for MFA as part of the refresh process as an additional step. This step may need to be performed each day to keep data flowing.
Loan account types are not supported.
Some Betterment customers have to turn on 2FA (with Authy App) to connect or refresh
Two factor authentication requirements
Capital One requires customers to turn on two factor authentication. This requirement means you need to re-authenticate Capital One accounts on the Tiller Console any time you want to see recent data for these accounts.
As of June 10, 2021 a small segment of customers who have successfully upgraded to the open banking connection for Schwab are unable to refresh Schwab (receiving technical errors) or are not receiving transactions and balances for some of their Schwab accounts. This is a known issue that our data provider is working to address as soon as possible. Please check our Outage Dashboard for updates about an ETA on this issue.
Cash balances are not currently supported for Schwab 529 accounts.
As of Nov 3, 2020 Chase customers will need to upgrade their connections to use the new open banking authentication method in order to continue to receive Chase data after December 3, 2020.
Visit the Console at Sign in - Google Accounts and click “Connection > edit credentials” next to any Chase logins you have connected under the Account Summary and follow the prompts to upgrade your Chase connections.
This upgrade applies to the following sites:
Chase Cards (formerly First USA)
Chase (aka WaMu)
Blanchard Visa Card
America Online Visa Card
Austin Peay Visa Card
Buffalo State College Visa Card
Cal State Northridge Visa Card
Cal State Sacramento Visa Card
Central Washington University Visa Card
Citadel Visa Card
Cornell Visa Card
Community Credit Union Visa Card
Green Point Bank Visa Card
Yahoo! Visa Card
Individual Investor Visa Card
Lehigh Visa Card
NC State Visa Card
National Discount Brokers Visa Card
Northwestern University Visa Card
Ohio University Visa Card
San Jose State Visa Card
Southwest Airlines Visa Card
University of Arizona Visa Card
University of Maryland (College Park Visa Card)
University of Memphis Visa Card
Web Street Visa Card
York Federal Visa Card
World Master Card Visa Card
Amazon.com Visa Card
ALIANT Bank Credit Cards
Home Shopping Network
AARP Visa Card
Armed Forces Credit Card
Marriott Rewards Visa Card
Chase Amazon Visa
Chase United Mileage Plus Card
Read more about this here.
As of Oct 20, 2020 Citi customers will need to upgrade their connections to use the new open banking authentication method in order to continue to receive Citi data after November 17, 2020.
Visit the Console at Sign in - Google Accounts and click “Connection > edit credentials” next to any Citi logins you have connected under the Account Summary and follow the prompts to upgrade your Citi connections.
This upgrade applies to the following sites:
Costco Wholesale Credit Cards
AT&T Universal Card
Exxon Mobile Master Card
Citi Premier Pass Card
Hilton Honors Citi Card
Citibank Drivers Edge
Citi Credit Cards
Read more about this here.
Customers experiencing a data unavailable error should remove any unfunded or unused investment “folders” from their Ellevest dashboard as they seem to disrupt the data feed
Stock plans need to be aggregated under ETRADE - Employee Stock Plans - not under ETRADE.
Fidelity blocks refreshes between 5am– 8am PST and 12pm–2pm PST due to market volatility. Try refreshing the account from the Account Summary outside these hours.
Charitable-type accounts should be aggregated under Fidelity Charitable http://www.charitablegift.org/. These accounts might show up under regular Fidelity Investments option, but will likely be missing balance and transaction information.
Fidelity @ Work 401(k) accounts should be aggregated under Fidelity.com @ Work https://nb.fidelity.com. Other types of investment accounts should most often aggregate under Fidelity Investments https://login.fidelity.com, even if you can see those non-401k accounts under your Fidelity @ Work login.
To connect Interactive brokers you must generate a token and query ID from the Interactive Brokers site.
- Login into Interactive Brokers @ Login
- Click on the User icon
- Select Manage Account
- Click on the gear icon for Third-party Services
- Check Yodlee to generate Token and Query ID
- Use the token/query ID to connect Interactive Brokers.
As of August 23, 2021 all customers who previously had Interactive Brokers connected will get a User Action Required error when they try to refresh IB until they re-authenticate with a token/query ID.
Perform the steps above then follow these steps
- Log in to the Tiller Console at https://sheets.tillerhq.com
- Click “Connection > Edit credentials” for Interactive Brokers under Account Summary
- Enter the new token/query ID to re-authenticate
Previously was supported, but some issues currently. Some customers report receiving balances but not transactions.
Customers cannot add accounts. Get a “We’re experiencing technical difficulties”
Requires granting aggregator access, message reads: Need to get access for your third-party aggregator? Log in to your 529 account, select “Profile & Documents,” then “Password & Security Features,” then “Manage Financial Aggregator Access.”
No longer supported due to their use of Google Captcha requirement in login process.
Some customers are experiencing an issue where they’re unable to refresh their PayPal accounts on the Console under Account Summary. The fix for this is to click “Add accounts” and add the account as if you’re adding it again for the first time and this should restore the connection. DO NOT delete the PayPal account first, this will result in duplicates.
Now requiring customers turn on 2FA.
Has a year end message asking customers to update profile, and this is blocking our data provider from reaching account page. Visit Questrade website to update profile.
Sometimes the descriptions for these transactions come in generic as “interac purchase” this is a known issue that we have not been able to address. Also, some customers are getting duplicates related to pending status (with description as “Interac purchase”).
In the past we have not had any success in resolving either of these issues when contacting our data provider.
You need to be enrolled in Online Banking at website in order to add account (not just mobile banking)
Some, but not all, customers experience large “batch” duplicates after statements are released.
Sept 2020 - many customers are reporting issues with USAA connections. We’re working closely with our data provider on this issue, but are considering it an outage at this point and have manually added it to the outage sheet.
USAA investment accounts are migrating to Charles Schwab in May 2020. In the Add Accounts flow, you will need to add the account (as if it were a brand new account) using the “Charles Schwab – Investments” search result. If you have already added “Charles Schwab – Investments” (perhaps because you have other Schwab accounts), we expect no action will be required. Migrated “USAA – Investments” accounts should begin appearing under “Charles Schwab – Investments” after May 26th, 2020.
Additionally, new Charles Schwab customers may need to grant Tiller Money access as a third party user. Please log in to Schwab.com and visit your Security Center, where you can click “Enable Third-Party Site Access.”
Vanguard is blocking our data provider access between 6AM PT and 1PM PT. If you’re trying to refresh or connect during that time window, please try again later.
Customers may need to follow directions to allow unrecognized devices on bank site
Individual 529 College Savings Account will only show balances, no transactions.
As of 11/15/20, Varo Money is blocking aggregator access until their new site is complete (sometime in the coming months). This means we’ll be unable to connect to these accounts until then.
As of June 20, 2020, our data provider reports they do support 2FA security for these accounts. If you have 2FA turned on, we believe you will now be able to add these accounts to Tiller successfully.
Wealthsimple customers in the U.S.: U.S. Wealthsimple accounts have moved to Betterment.
If Betterment is already listed under Tiller Console > Account Summary, then click Connection > Edit credentials to aggregate your Wealthsimple accounts under Betterment.
If Betterment is not listed under Tiller Console > Account Summary, then click Add Accounts > search for Betterment > complete the prompts to aggregate your accounts. More information can be found here: FAQ for Wealthsimple Customers | Betterment
Wealthsimple customers in Canada: If you already had Wealthsimple connected, and you’re no longer able to refresh the accounts, you may need to re-aggregate the accounts under a different search result.
You should see “Wealthsimple WASI” in the Tiller Console > Account Summary. If you only see “Wealthsimple” (without the WASI) you need to re-add the account. In the Tiller Console > Add Accounts, search for and use the Wealthsimple WASI search result to re-add your accounts.
Requires using the mobile phone 2FA option to connect successfully. Yodlee does not support the email 2FA option.