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.
If 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.
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Jennipher Noble
- Dec 2 2022
- Future consideration
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Bank feed: add PNC https://www.treasury.pncbank.com/
Merged Bank feed not in the list, please add this web address :https://www.treasury.pncbank.com/0 Future consideration
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Add https://www.ezbusinesscardmanagement.com/ to pull Credit Card feeds
Merged Our cards are serviced by https://www.ezbusinesscardmanagement.com/ I have filled out the form at Yodlee 5 months ago and have heard nothing0 Future consideration
Related ideas
Please add West Coast Community Bank
Huntington National Bank bought out Veritex bank. When Huntington is pulling up in Yodlee it is saying it is a personal account. They have us set up as commercial. So the login has a Company ID, User ID and Password on the first screen to log in. And it then pops up a 2nd screen where you have to put in a keyphobe code from our phones. You just have User ID and Password.
Please add Meridian Bank Treasury Jack Henry
Login URL: https://my.meridianbanker.com/login?returnUrl=%2Fa%2Fconsumer%2Fapi%2Fv0%2Foidc%2Finteraction%2FhFD2jxHL4ee3-UwREho2k%2Flogin-complete&prompt=login
After Login URL: https://treasury.jackhenry.com/meridianbanker/dashboard
Multiple Accounts
Please add Frost Treasury Connect
Login URL: https://frosttreasuryconnect.com/ui
After Login URL: https://frosttreasuryconnect.com/ui
Multiple Accounts
https://www.centresuite.com/Centre/Public/Logon/Index?ReturnUrl=%2fcentre%3fcadence&cadence
Please add Orrstown Bank for the business login credentials where PIN and token are required.
For checking account.
Login https://banking.orrstown.com/orrstown/uux.aspx#/login
After Log in https://banking.orrstown.com/orrstown/uux.aspx#/landingPage
Please add Truist One View. The logon URL is https://oneview.truist.com/UI/login
After login the URL is https://oneview.truist.com/UI/dt-iframe/DT-HOME
Card Assets, a Division of First Arkansas Bank & Trust
Please add Comerica Business Connect for the business log in credentials where Pin and token is required.
For Checking accounts.
Login https://cbc.comerica.com/
After Log in https://cbc.comerica.com/portal/
Account Summary where transactions are found https://cbc.comerica.com/portal/group/cbc/tirc/-/app/
Please add Comerica Business Connect for the business log in credentials where a pin. https://cbc.comerica.com/
Please include treasury.pncbank.com for PNC Bank
Add Tri City National Bank
Please add Fairfield County Bank fairfieldcountybank.com
sam's club business account is needed
Sam's Club Business Mastercard, Sam's Club Business Credit Card and Sam's Club Direct Account. Synchrony Bank
Please add Lowes Pro- the URL listed for the feed is not accurate, it should be:
https://lowes.syf.com/commercial/
Hello,
I am looking to link my bank accounts at South State Bank (uses the Treasury Navigator app) to Blackbaud Financial Edge. Can you please post the link?
"Treasury Navigator Secure Browser"
Stephanie Riviello
ARVEST Bank Link: https://www.centresuite.com/Centre/Public/Logon/Index?ReturnUrl=%2fCentre%3fsite%3d350552&site=350552
Please add ARVEST Bank
Blackbaud P-Cards from Regions ONEPASS
https://onepass.regions.com/login
https://onepass.regions.com/OnePass
Please add Bank of Marin Cardmember Service
https://www.myaccountaccess.com/onlineCard/login.do
https://www.myaccountaccess.com/digital/servicing/pcsp-dashboard/partner-customer-dashboard