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Here’s what we know right now about any financial institutions with widespread issues. If your bank lands on this page, there’s no need to hug the stress pillow. Just subscribe for updates and you’ll be the first to know!
Fidelity: Connection Issues
Incident
Report for YNAB
Postmortem
We have some good news to share! Our import provider has upgraded Fidelity to a direct, OAuth connection, so we are now resolving the long-standing incident. Please keep in mind we still can’t troubleshoot connection or data quality issues with investment-based accounts, like Cash Management accounts (CMAs). You can find more info on that here.
If you have any other questions, please feel free to reach out to us at help@ynab.com!
Resolved
Unfortunately, this issue with Fidelity Investments is proving to be more complex to resolve than anticipated. It is now considered a long-term issue. While work will continue to be done behind the scenes to restore the connection, we'll be retiring this from our Status Page to keep the information here as fresh and relevant as possible.
We'll post a final update here once it's resolved. In the meantime, we recommend trying to connect every few weeks just in case our providers release a fix before we're notified.
We'll post a final update here once it's resolved. In the meantime, we recommend trying to connect every few weeks just in case our providers release a fix before we're notified.
Update
Issues persist while our import provider continues to work on a resolution, but we are seeing *some* improvement in connection stats. We suggest refreshing the bank connection occasionally, as this may help you get reconnected before the incident is officially resolved!
Identified
Our import provider is aware of an issue impacting Fidelity connections. They've identified the issue’s cause and are working with Fidelity. You can continue to use our other transaction entry methods to keep your accounts up to date.
⚠️Investment account holders (including Cash Management account): Please note that we expect these to have issues connecting or import incorrectly. See "I'm having trouble with my investment or loan account" for further information.
⚠️Investment account holders (including Cash Management account): Please note that we expect these to have issues connecting or import incorrectly. See "I'm having trouble with my investment or loan account" for further information.
This incident affected: Direct Import Providers (MX).