If you haven't yet tried to set up an initial data connection, first visit Linking Your Financial Accounts for step-by-step instructions. If you've landed here after an unsuccessful attempt to connect a bank account or because an existing connection isn't behaving as expected, then read on!
Common Account Link Problems & Errors
We'll be the first to acknowledge that establishing and maintaining secure data connections between your Stessa account and various external banks, mortgages, credit cards, and property managers can be a bit finicky sometimes. Stessa uses a third-party called Yodlee/Envestnet to facilitate these secure connections to thousands of US-based banks, credit unions, and mortgage servicers. Every bank has its own security procedures, challenge questions, and transaction data protocols, which change constantly.
Blank Screen After Selecting Your Bank
If you're seeing a blank screen after selecting your bank, you'll likely need to enable third party cookies in your browser settings to resolve the issue. You may then need to close and restart your browser before giving the connection another try. Once your bank is connected, you can revert to your original cookies settings if you like.
For Chrome, navigate to Chrome > Preferences > Advanced > Content Settings > Cookies and then make sure "Block third-party cookies" is set to off.
For Safari, navigate to Safari > Preferences > Privacy and then make sure "Always allow" is selected under "Cookies and website data."
Successful Connection but No Accounts Found
If you see a success message alongside an indication that no accounts could be found in the allotted time, it's likely that your login credentials are correct but some form of additional information is missing. This is by far the most common bank linking error and it can most often be resolved by logging into your bank or credit union directly. Once logged in, make sure every single piece of personal information (email, mailing address, phone number, etc.) is correct and up to date. Also be sure to confirm that all security and challenge questions are complete and accurate. Log out from your bank, return to Stessa, and use this secure link to try the connection again.
Temporary Sync Failure
If your existing bank connection shows an error state with the words, "Temporary Sync Failure," you can sometimes do a manual refresh of the account. Click the small gear icon at far right of the bank name and then select "Refresh Account." Follow the prompts, enter security questions if asked, and then give the connection some time to refresh. Get yourself some coffee or tea while you wait because the refresh can sometimes take more than 5 minutes to resolve.
If your account still shows "Temporary Sync Failure" after the refresh, it's likely that the error will resolve on its own within a few days. If your connection has been in a Temp Sync Failure state for more than a week, please use the blue circle in the lower right corner of the screen to drop us a quick note.
Still Having Trouble Linking an Account?
Click on the blue circle in the lower right corner of the screen to drop us a quick note. We'll get back to you shortly with next steps.