Yodlee Bank feed not working again

Can i please turn off the yodlee bank feed on a clients account and link the bank straight through his business account. I have previously tried to do this however it did not work and Yodlee are not picking up the transactions correctly.


You can remove the feed by going to the bank account list. Clicking on the Active Feed icon and remove it from the next screen.

I’m not sure what you mean by this - please can you clarify?

I know that there are now 2 ways to set up a bank feed either through yodlee or direct with the bank. We would like to set up the feed direct from the bank

An Open Banking Feed - to do this go to Banking > Open Banking Feeds

you will then be able to click image where it will list the banks available through open banking.

It will then prompt you to log in.

hope this helps :slight_smile:

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