Bank Feed Connection

Jason Julien
Jason Julien
Name Dropper First Anniversary Facilitator 1 December 2023 Challenge: Season of Giving
in Blackbaud Financial Edge NXT® General Discussions

Anyone having issues with their bank feed connection. Specifically TD Bank Canada

Comments

  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    @Jason Julien
    We are with TD (and in Canada) and I have never got the bank to link. It has been about a year since I last tried. If I remember correctly, Yodlee didn't have connections to TD in Canada when I was investigating. I also remember hearing people complain in the community about the bank rec not working and some of the hardships they have. So I considered it a blessing in disguise that I never got it to work and just kept ticking off items manually.

  • Jason Julien
    Jason Julien
    Name Dropper First Anniversary Facilitator 1 December 2023 Challenge: Season of Giving

    @Sylvia Cook
    We started with FE in June. We got the bank feed to work up until about 2 weeks ago then I don’t know what happened. so I thought I would check here. We have RE and FE integrated and what I can say is doing the bank rec has not been “straight forward “ as opposed to what we did before.

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