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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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
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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
Related ideas
Please add https://www.centresuite.com/centre?CNB
Please add PNC Pinacle
https://www.ezbusinesscardmanagement.com/
Can you please add oneview.truist.com
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=
https://fnbalaska.fdecs.com/eCustService/
Please add JPMorgan Access
Please Add JPMorgan Access
Please add JPMorgan Access
Please add JPMorgan Access
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).
Need the following link added
https://www.retailservicescommercial.citi.com/USCRSF/CMLSVC/index.html?siteId=CACR_HOMEDEPOT&cmp=A~E~U~M~8~8~ZZZZ~BA~HC~ZZ#sec/signon
Need Farm Bureau Bank Credit cards added, been asking for over two years!!!!
When is JP Morgan Access going to be added?
Any update on adding Commerce Connections?
Please add JPMorgan Access. It appears all other JPMorgan or Chase sites are included except for this one.
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.
please add Capital One Trade Credit
Please sync PNC Pinnacle
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.