How does Wave import transactions from connected financial institutions?

2»

Comments

  • Me_too1Me_too1 Member Posts: 4

    Hi AlexL,
    All I can say is that for the past 2 years I've been using the connector and importing from BofA with absolutely no problem until Wave switched providers. Complex or not Wave had it right before deciding to use a better provider. Facts are facts and excuses are excuses. What's absolutely shocking though is the suggestion from a financial transactions provider that "The Solution to this" is for people to use a less secure banking process is grossly irresponsible. In today's security challenged climate that's setting yourself up for serious legal liability were someone to follow such an, ill advised, solution and then get their account hacked, possibly loose their business, livelihood or worse - I mean WOW - That's a Solution?? Not a wise move Wave/H&R Block. Wave and H&R Block's position on the matter is all too clear now and there's only one reasonable option left on the table, get my business out of here ASAP!

  • WWbirdrehabWWbirdrehab Member Posts: 1

    As a non profit that is donation ran and has very little income, I cant afford a service that isnt free. Wave WAS great, but now it wont reconnect to my bank no matter how many times I try the tips and tricks. Its PNC not some little bank.

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @Me_too1 , I should've used different wording for that so my apologies. This may not be the outcome you're looking for at the moment, but this is the only method that will allow you to import from BoA until our data aggregator supports this MFA. I am in no way suggesting that's how you handle it, but I'm here to lay out all the options that you have so that you can make the right decision for your business.

    Hi @WWbirdrehab . I see that you have an on-going ticket with support, please reach out there for more help with your issue.

  • Brian_BradleyBrian_Bradley Member Posts: 1

    Hi @AlexL. Any news on the RBC connection problem you referenced on Feb. 3. I reconnected my accounts more than an hour ago and the transactions are not coming in.
    Thanks in advance!
    Brian

  • a1pilota1pilot Member Posts: 2

    This is ridiculous, many large banks are unsupported now.

    My bank, Frost Bank was supported earlier and now is another that's not supported. Please advise when it will be supported again.

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @Brian_Bradley , no news on RBC at the moment I'm afraid but our data aggregator is actively working on a fix.

    @a1pilot certain accounts and financial institutions are not currently supported but our data aggregator is always adding new banks. Please check back again in the future to see if support has been added!

  • Philippe_HamelPhilippe_Hamel Member Posts: 1

    Does Desjardins Works? Been two months I have to add transactions manually...

  • EmmaPEmmaP Member Posts: 639 ✭✭✭

    Hi everyone, thank you for reaching out in our Community. As you are aware Wave has recently changed to a new data provider. We acknowledge that the transition has not been smooth for all users so we apologize if you have been impacted by this.

    The transition to the new provider is now complete and most financial institutions and account types were able to resume connections as normal. However, we are also seeing instances where connections are failing for various reasons. Our top priority is working with our data aggregator to identify and resolve these issues. For us to be able to track these issues or look into your specific case, we encourage you to submit a ticket to our Support team for further investigation.

    If you had trouble reconnecting, or your account or Financial Institution is currently not supported by our new data aggregator we know this can be frustrating. If you are not able to connect we have some great alternative solutions for data importing such as Wave Connect which allows you to have greater control over your importing, or our CSV uploader.

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hi everyone! As we continue to try and troubleshoot any connection issues that you may be having, we’ve added a support link to the bottom of this Help Center article (linked on page 1) so that you can reach out to our Support team directly and get some more personalized help with the issue you’re facing. We will be closing out this thread but you now have a more direct route to obtaining support through the link. Thanks!

    edited March 5, 2020
This discussion has been closed.