Submit new requests to have bank or credit card accounts supported by Yodlee - CLICK HYPERLINK TO SUBMIT REQUEST

Yodlee is the third-party financial aggregator used for credit card and bank feeds in Financial Edge NXT.

I
f you've tried to connect to either your bank or credit card account in Financial Edge NXT and did not see your account listed as an option, click here to suggest that Yodlee begin the efforts to support that site.

You will need to include the bank's name, the bank's URL, the URL used at login, login URL AFTER successful login and the type of account it is (savings, investment, checking, etc).


Yodlee cannot guarantee support every bank or credit card account, but they will do their best to get them supported as quickly as possible. Blackbaud will post back on this thread as new accounts are added.

Please subscribe to this post so you receive notifications as we post back on this idea when new sites get added.

Please note that improvements to the bank and credit card feeds will be implemented soon which should provide access to banks previously unsupported and thus a new idea post will be created at that time for that release.

If your site IS listed and are experiencing errors connecting, please reach out to our Support team so that we can begin the investigation process and include Yodlee when applicable.

  • Jennipher Noble
  • Dec 2 2022
  • Future consideration
  • Attach files
  • Guest commented
    26 Feb 17:15

    https://www.ezbusinesscardmanagement.com/

  • Elizabeth Forrester commented
    September 28, 2023 16:27

    Can you please add oneview.truist.com

  • Katy Cantrell commented
    September 07, 2023 15:45

    We've been waiting two years for Union Bank & Trust Credit Cards via ezbusiness.

    https://www.ezbusinesscardmanagement.com/

    https://www.ezbusinesscardmanagement.com/company-management/search-company?63044=

  • Guest commented
    September 06, 2023 02:48
  • Guest commented
    August 30, 2023 17:34

    Please add JPMorgan Access

  • Guest commented
    August 29, 2023 21:46

    Please Add JPMorgan Access


  • Guest commented
    August 25, 2023 13:19

    Please add JPMorgan Access


  • Guest commented
    August 24, 2023 21:22

    Please add JPMorgan Access

  • Guest commented
    August 15, 2023 16:25

    Has anyone been able to connect to Regions Centre Suite (through OnePass)? We are having issues logging in through the OnePass link as it appears it does not pick up on the security measures (text verification).

  • Taylor Gagne commented
    May 23, 2023 22:06

    Need Farm Bureau Bank Credit cards added, been asking for over two years!!!!

  • Claudia Rodriguez commented
    April 28, 2023 20:27

    When is JP Morgan Access going to be added?

  • Tanya Ferguson commented
    April 27, 2023 18:01

    Any update on adding Commerce Connections?

  • Guest commented
    April 17, 2023 16:26

    Please add JPMorgan Access. It appears all other JPMorgan or Chase sites are included except for this one.

  • Jonna Depugh commented
    April 14, 2023 12:34

    Having a horrible time with Yodlee. We cannot update First Bank creidt cards in expense management. They have 2 login accounts and the credit card one does not work. In my banking log in, it has the credit card listed as other, so it will not link. It is a credit card on FB's system. Very frustrating to have a program for 4 months and cannot use it. Have had an open ticket with support since January.

  • Andrew Slike commented
    March 31, 2023 13:51

    please add Capital One Trade Credit

  • Alex Learn commented
    March 30, 2023 14:16

    Please sync PNC Pinnacle

  • Guest commented
    March 21, 2023 14:49

    Truist Treasury Manger needs to be added. Yes, you have multiple Truist's feeds but those only ask for userID and Password. Truist Treasury Manager (which is used by businesses) requires a Company ID as well before logging in. Truist was previously Suntrust and their Treasury Manager asked for the same 3 things. I have been told by Blackbaud users that you used to link to Suntrust Treasury Manager just fine but now no one can link anymore since it went to Truist.

  • Guest commented
    February 28, 2023 17:39

    please sync with PNC Spend Clarity Accounts

  • Amy Palowitch commented
    February 27, 2023 22:34

    Please sync with Divvy Cards

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