READ FIRST
BEFORE posting a new bank feed related topic in the Ask Anything 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 customerâs issue and believe they apply more broadly to many customers
General Issues/Limitations
The below are some limitations and important things to understand about Tiller Moneyâs financial data feeds.
- We use Yodlee, our data aggregation partner, to pull data from your banks. Itâs 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. You can read more about this here.
- 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.
- Some institutions will pull in transactions dated in the future right at the beginning of the year for most if not all of last yearâs transactions. We recommend deleting the duplicates, but do let us know if duplicates persist.
- Yodlee is unable to pull in sub-accounts for any institution.
- Some open banking institutions only support connecting a login to a single Tiller account. E.g. if you and your spouse both have a Tiller account and try to connect a Chase login where you share an account to both of the Tiller accounts one will always fail when the other is re-authenticated because only one âconsent tokenâ can be valid at a time. The following sites have this limitation: Chase, Citi, Bank of America, Wells Fargo, Charles Schwab, TD Bank, Navy Federal CU, Edward Jones, US Bank
Global Institution Outages
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).
Read more about the Outage Dashboard on our help center.
Yodlee Blocked by Financial Institution:
These financial institutions appear in the search results while trying to add them, however, they are currently blocking our data providerâs access and are therefore unsupported until they are no longer blocked.
- Champion Credit Union (NC)
- Citizens Bank & Trust (Chillicothe, MO)
- Commercial Bank (TN)
- MBNA
- New Era Bank
- Pentegra Retirement Services
- The First National Bank of Dieterich
Specific Institution Issues/Changes
American Express (Personal Savings)
American Express is making changes so that their customers are able to access their Personal Savings through the American Express Card login. As a result, the Personal Savings site will stop working and will eventually be unsupported. They will be available under the standard American Express Cards site, however, there isnât a ETA on when American Express will complete the work.
If you find that your account is failing to refresh, we recommend manually importing your data.
Only savings accounts are supported - checking accounts will not be pulled in.
American Express Cards
This site will not pull in the savings account. It will eventually be supported under this site, however, there is no ETA yet.
Associated Bank
Yodlee can not recognize any accounts that are indicated (with a gold star) as favorites. Customer should have all my accounts as a regular status.
Betterment
Some Betterment customers have to turn on 2FA (with Authy App) to connect or refresh
Capital One
As of Nov 2023 Capital One automatic refresh is scheduled once every 3 days due to a load issue that Capital One reported to our data provider. They requested that our data provider reduce the number of automatic refreshes due to the load issue. You can still manually refresh your Capital One account by clicking the refresh button on the Console at https://my.tillerhq.com. They will re-evaluate the load issue in Jan 2024.
Charles Schwab
Cash balances are not currently supported for Schwab 529 accounts.
Our data provider is unable to pull in transactions for wire transfers.
Customers with âRPS-onlyâ accounts, i.e. only have a âplan-participantâ relationship with Schwab (no Brokerage accounts) and are using their SchwabPlan.com credentials will not be able to connect to Charles Schwab to Tiller.
Cit Bank
Incorrect phone numbers after providing credentials. This is an issue that has been acknowledged by CIT Bank but there is no ETA on when it will be resolved.
Citibank
There is a known issue where customers are unable to add more than one login from Citibank. Our data provider and Citibank are working on this issue, however, there is no ETA on when it will be resolved.
Citi Mortgage (Cenlar)
New Login URL is: CENLAR FSB it was previously CENLAR FSB - customers need to aggregate under Citi Mortgage (Cenlar) search result not Cenlar Loan Login
Ellevest
Customers experiencing a data unavailable error should remove any unfunded or unused investment âfoldersâ from their Ellevest dashboard as they seem to disrupt the data feed
Empower Retirement
Empower Retirements is only allowing our data provider to automatically refresh accounts from 1-5am, which might be causing errors. This may also affect the ability for you to manually refresh this institution during that time period.
E*Trade
Employee stock plans need to be aggregated under search result âETRADE - Employee Stock Plansâ - not the standard ETRADE result.
Following the purchase of ETRADE by Morgan Stanley, our data provider has been notified that all ETRADE account numbers would change from 8 digits to 9 digits. Phase 1 of this change would be carried out by Morgan Stanley between March 10 and March 12, 2023.
Following this change, the converted accounts will pull in as new accounts under the already connected ETRADE logins in your Tiller Account Summary. The previous accounts will either moved to deleted state or âto be closedâ error depending on the implementation and will no longer refresh.
This means youâll see duplicated instances of your ETRADE accounts. When you see the new instance appear you should plan to link it to your spreadsheet and clean up duplicates using the steps in this guide.
Fidelity
As of the open banking enablement for Fidelity (Nov 2023) there are no longer blackout windows at the beginning and end of the Market trading windows. However, Fidelity Investment account balances, cash position, and holding prices and units will reflect the values as of 8AM ET on Fidelity.com or Net Benefits. All account refreshes after 8AM ET will return the same values until the next synch up on 8AM ET the next day.
Employer 401k accounts should be aggregated under the Fidelity Net Benefits search result rather than the Fidelity Investments search result.
As of April 15, 2024 the Fidelity Rewards Visa Signature Card has recently been migrated to the Fidelity Investments connection.
To get started with this faster, more reliable connection follow these steps:
- Visit the Tiller Console at https://my.tillerhq.com
- Click âConnection > Edit credentialsâ next to Fidelity Investments under the Connected Account Summary and be sure to check the box for your Fidelity Rewards Visa Signature Card during that process to bring it in under Fidelity Investments. If you donât have Fidelity Investments connected click âAdd accountsâ and search for Fidelity Investments and add it to continue receiving data for your Fidelity Rewards Visa Signature Card.
- Use this guide to address duplicated accounts and transactions in your spreadsheet
If you have any issues with this process, please review our troubleshooting guide for tips or reach out to our support team using the chat tool on the Tiller Console at https://my.tillerhq.com
Great Southern Bank
Accounts at this institution wonât refresh unless you set an account nickname that includes the last four digits of the account number at the bank site directly.
HSA Bank
Requires MFA security questions. Use the option under âsecurity questionsâ at HSA Bank site to set up MFA questions which are required for our data provider to connect.
Minnesota 529
Requires granting aggregator access, message reads: Need to get access for your third-party aggregator? Log in to your 529 account, select âProfile & Documents,â then âPassword & Security Features,â then âManage Financial Aggregator Access.â
Navy Federal Credit Union
Transaction data is not supported for home equity line and mortgage accounts.
Nelnet
As of Jan 17, 2024 Nelnet has informed our data provider that they have âstopped support for aggregation until further notice.â Nelnet will soon be removed from the search results but for any existing connections these accounts will no longer refresh until they re-enable support for 3rd party aggregators. Check out our guide for how to manually track these accounts.
PayPal
Some customers are experiencing an issue where theyâre unable to refresh their PayPal accounts on the Console under Account Summary. The fix for this is to click âAdd accountsâ and add the account as if youâre 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.
Pennsylvania College Savings Program
Must use aggregator specific credentials to connect to Tiller. Please reach out to Pennsylvania College Savings Program support for assistance with setting that up if you currently to do not have any.
RBC Royal
Sometimes the descriptions for these transactions come in generic as âinterac purchaseâ 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 âInterac purchaseâ).
In the past we have not had any success in resolving either of these issues when contacting our data provider.
Southern Bank
You need to be enrolled in Online Banking at website in order to add account (not just mobile banking)
Synchrony Branded Credit Cards
As of May 18, 2022 Synchrony has launched a new digital account management platform that allows Synchrony customers to manage all their accounts in one place. If you have more than one of the below accounts connected to Tiller you may notice duplicate account instances in the Account Summary on the Tiller Console.
You can click the ⌠next to any duplicate accounts to remove the duplicate instance that doesnât belong under the applicable login. E.g. if you have both an Amazon Store card issued by Synchrony and a Crate & Barrel card youâll see both listed under each header in the Tiller Console. Delete the Amazon Store card under the Crate & Barrel header and vice versa.
If youâve been having issues with refreshing a Synchrony branded card please try these steps:
- Log in to the Console at https://sheets.tillerhq.com/auth/login
- Click âConnection > Edit credentialsâ next to one of the accounts
- Re-enter your credentials and submit
Affected Synchrony branded cards
Amazon Credit Card (Synchrony) 25562 at home Credit Card (Synchrony) 26191 Nissan Visa
American Eagle Outfitters (Synchrony Bank) 18139 Belk Rewards (Synchrony Bank)
Art Van (Synchrony Bank)
Ashley HomeStore
BP Credit Card (Synchrony Bank)
BrandsMart USA
Car Care Synchrony
Cathy Pacific
Chevron and Texaco Credit Card (Synchrony Bank) 8980 CITGO Credit Card (Synchrony)
City Furniture
Crate and Barrel (Synchrony)
Dickâs Credit Card (Synchrony Bank) 8962 Guitar Center Credit Card (Synchrony) 10744 CareCredit (Synchrony Bank)
Drive Savvy Rewards
eBay Mastercard
Google (Synchrony Bank)
Havertys/Synchrony Bank
Home Shopping Network (Synchrony) 31002 Discount Tire
HSN Credit Card
JCPenney Credit Card
LA-Z Boy Furniture Galleries 31286 Synchrony Bank (Rooms to Go) 7319 BP & AMOCO Credit Card 23265 Ebates Cash Back
Levin Furniture (Synchrony Bank) 28249 B&H Financing
Loweâs Credit Card
Marvel (Synchrony Bank)
Menâs Wearhouse (Synchrony)
Mohawk Carpet Financing (Synchrony) 26801 Sam Ash (Synchrony)
New Egg Credit Card (Synchrony) 25927 DR Power (Synchrony)
PC Richard & Son Synchrony Financial
Phillips Petroleum Credit Card (Synchrony Bank)
Samâs Club Consumer Credit Online Account 22659 BP
Samâs Club Credit Card
ShopHQ (Synchrony)
Stein Mart Credit Card (Synchrony) 30293 Verizon Visa Card
Sweetwater Synchrony
Synchrony Bank Mattress Firm
Synchrony Financial
Synchrony Financial (Credit)
Synchrony Furniture Row
Toys R Us/Babies R Us (Synchrony Bank) 564 QVC Credit Card (Synchrony)
Tangerine
Some, but not all, customers experience large âbatchâ duplicates after statements are released.
TD Ameritrade
As of Feb. 15th 2023 all TD Ameritrade accounts will be automatically converted to Schwab accounts in phases throughout 2023 and early 2024. The first phase is set to begin on Feb 20, 2023.
When youâve received notification from Schwab about the migration of your accounts you will need to either add Charles Schwab as a new connection within Tiller or if you already have Schwab accounts connected to Tiller go through the Connection > Edit credentials process for Schwab and enable those accounts to pull into Tiller.
Union Bank
Following the acquisition of Union Bank by US Bank, all Union Bank accounts will be automatically converted to US Bank accounts between May and June 2023. Our existing connectivity with US Bank will enable the Union Bank users to connect to their new US Bank accounts. If you have Union Bank accounts these are the steps that youâll need to perform for the migration to be successful.
If you already have a US Bank login connected to Tiller
When you are notified that your Union Bank account(s) have been migrated to U.S. Bank:
- Log in to the Tiller Console
- Under the Account Summary, click âConnection > Edit credentialsâ next to the U.S. Bank connection
- Go through the refresh process.
- You should see the accounts appear in your Account Summary after a few moments
- Unlink the Union Bank instances of the accounts from any of your spreadsheets
- Link the U.S. Bank accounts to your spreadsheet.
- Clean up duplicated accounts as needed using the steps in this guide
If you do not have a US Bank login connected to Tiller
Complete your online account login setup or activation process for a U.S. Bank login at the U.S. Bank website - reach out to U.S. Bank if you need help with this.
- Log in to the Tiller Console
- Click âAdd Accountsâ
- Search for U.S. Bank and go through the add accounts process for U.S. Bank
- You should see U.S. Bank and your specific accounts show in the Account Summary after a few moments
- Unlink the Union Bank instances of the accounts from any of your spreadsheets
- Link the U.S. Bank accounts to your spreadsheet.
- Clean up duplicated accounts as needed using the steps in this guide
For more details on the migration, refer https://www.usbank.com/union-bank.html
Upromise
Requires use of separate 3rd party aggregator credentials. Log in to your 529 account, select âProfile & Documents,â then âPassword & Security Features,â then âManage Financial Aggregator Access.â
Vanguard
Vanguard is blocking our data provider access between 6AM PT and 1PM PT. If youâre trying to refresh or connect during that time window, please try again later.
April 2020
Customers may need to follow directions to allow unrecognized devices on bank site
Individual 529 College Savings Account will only show balances, no transactions.
Wealthfront
As of 12/8/22 We are aware of the notice to disable 2FA when connecting a Wealthfront account. We are working with Yodlee to correct that notice since 2FA is required for this institution.
Wealthfront now allows customers to create an App specific password at the Weathfront site and then use this password when aggregating with Tiller. Steps: When logged into Wealthfront navigate to settings â security tab (Login - Wealthfront) open the section âLink Wealthfront to other appsâ where you can create app specific passwords: