READ FIRST
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 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 a data provider 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.
- 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.
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.
Daily High Refresh Failure Trends
We include this daily high refresh failure trends screenshot from Yodleeâs customer care portal. The bar on the left is Tiller Money and the right is the overall Yodlee network. Sites that are included on this list are likely to have issues with refreshes and may present technical or unexpected errors when you try to refresh them via the Account Summary.
We do not submit service requests associated with institutions that have a high refresh failure rate and consider these to be known issues and will resolve on their own after some time. Often if a site has a high refresh failure rate it moves to an outage state. We post a screenshot once per day.
Specific Institution Issues/Changes
Ally Bank
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.
American Express
Loan account types are not supported.
Betterment
Some Betterment customers have to turn on 2FA (with Authy App) to connect or refresh
Capital One
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.
Chase
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 https://sheets.tillerhq.com/auth/google and click âConnection > edit credentialsâ 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
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
FNANB Online
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.
Citi
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 https://sheets.tillerhq.com/auth/google and click âConnection > edit credentialsâ 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:
Citibank
Citibank (online.citibank.com)
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.
Citi Mortgage (Cenlar)
New Login URL is: https://www2.loanadministration.com/cenlarfsb/#/ it was previously https://www.loanadministration.com/cenlarfsb/ - 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
e*Trade
Stock plans need to be aggregated under ETRADE - Employee Stock Plans - not under ETRADE.
Fidelity
Fidelity blocks refreshes between 5amâ 8am PST and 12pmâ2pm 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.
Interactive Brokers
Interactive Brokers now requires customer to generate a token ID as part of the account connection process. Customers may be able to generate a token and query ID that can be used to connect to Yodlee from the Client Portal by going to Settings > Account Settings > Third-party Services > select Mint > Save. We donât yet have evidence from Tiller Money customers that this will work so please share your experience in a comment below if youâre successful with these steps.
M1 Finance
Previously was supported, but some issues currently. Some customers report receiving balances but not transactions.
MBNA Canada
Customers cannot add accounts. Get a âWeâre experiencing technical difficultiesâ
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
Optum
No longer supported due to their use of Google Captcha requirement in login process.
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.
PNC
Now requiring customers turn on 2FA.
Presidentâs Choice
Presidentâs Choice is currently blocking our data providerâs IPs (May 2020). Update: customer contacted bank and they are only approving on case by case basis and need customers to contact bank to request. Currently only Intuit is approved.
Questrade
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.
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)
Tangerine
Some, but not all, customers experience large âbatchâ duplicates after statements are released.
USAA
Sept 2020 - many customers are reporting issues with USAA connections. Weâre 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 only)
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 âCharles Schwab â Investmentsâ search result. If you have already added âCharles Schwab â Investmentsâ (perhaps because you have other Schwab accounts), we expect no action will be required. Migrated âUSAA â Investmentsâ accounts should begin appearing under âCharles Schwab â Investmentsâ 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 âEnable Third-Party Site 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.
Varo Money
As of 11/15/20, Varo Money is blocking aggregator access until their new site is complete (sometime in the coming months). This means weâll be unable to connect to these accounts until then.
Wealthfront
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
Believe 2FA is not supported.
Wealthsimple WASI
Canadian based Wealthsimple is now BETA and customers trying to add will fail with a technical error.
Wells Fargo
2FA authentication (OTP) is required only during aggregation (add-account) and not for all regular refreshes. Customers will get a âthe site needs you to do somethingâ error if they do not have it set up with Wells Fargo