If all of the account linking troubleshooting steps have been followed and you still cannot successfully link your 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:

  • Your email address used to login to the application
  • Institution attempting to be linked
  • URL for the institution's website you normally access that account through
  • Account Type, IE. Investment, Checking, Savings