If all of the account linking troubleshooting steps have been followed and the customer still cannot successfully link their account, the issue might need to be escalated to one of our support representatives. 

To escalate an account linking issue, create a new ticket through this support portal with the following information:

• The customer's Email address
• Created on Date & Time from Order Details Page 
• Order ID
• Reference #
• Report Type
• Applicant ID
• Institution attempting to be linked
• Account Type attempting to be linked, IE. Investment, Checking, Savings

Helpful Tip: ** All of the details needed (above) for the Required fields can be found on the individual Order's details page.