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 05:15pm

    https://www.ezbusinesscardmanagement.com/

  • Elizabeth Forrester commented
    28 Sep, 2023 04:27pm

    Can you please add oneview.truist.com

  • Katy Cantrell commented
    7 Sep, 2023 03:45pm

    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
    6 Sep, 2023 02:48am
  • Guest commented
    30 Aug, 2023 05:34pm

    Please add JPMorgan Access

  • Guest commented
    29 Aug, 2023 09:46pm

    Please Add JPMorgan Access


  • Guest commented
    25 Aug, 2023 01:19pm

    Please add JPMorgan Access


  • Guest commented
    24 Aug, 2023 09:22pm

    Please add JPMorgan Access

  • Guest commented
    15 Aug, 2023 04:25pm

    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
    23 May, 2023 10:06pm

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

  • Claudia Rodriguez commented
    28 Apr, 2023 08:27pm

    When is JP Morgan Access going to be added?

  • Tanya Ferguson commented
    27 Apr, 2023 06:01pm

    Any update on adding Commerce Connections?

  • Guest commented
    17 Apr, 2023 04:26pm

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

  • Jonna Depugh commented
    14 Apr, 2023 12:34pm

    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
    31 Mar, 2023 01:51pm

    please add Capital One Trade Credit

  • Alex Learn commented
    30 Mar, 2023 02:16pm

    Please sync PNC Pinnacle

  • Guest commented
    21 Mar, 2023 02:49pm

    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
    28 Feb, 2023 05:39pm

    please sync with PNC Spend Clarity Accounts

  • Amy Palowitch commented
    27 Feb, 2023 10:34pm

    Please sync with Divvy Cards

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