Royal Bank of Canada Connectivity

I have tried to setup automatic importing for RBC... but never works. It keeps asking for answers to security questions and although I provide the correct answers, I am unsuccessful in connecting my RBC account to YNAB.

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  • I also have issues with my RBC link. Please help, as I am currently trying this software to decide if I should continue using it or not. At the moment this is a tad frustrating!

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    • Hi Sky Blue Rain !

      Sorry for the trouble! Our Direct Import partner is currently running into trouble with the connection to RBC. This is a widespread issue but they're currently working on a fix! You can check our status page for updates as we get this ironed out! :)

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      • danwizuk
      • danwizuk
      • 8 mths ago
      • Reported - view

      Hello Faness , the RBC issue has been going on for a while. You guys are doing a great job but I am suggesting that you please escalate this issue with your Direct Import Partner. Also create a unique file for a RBC Canada on the status page similar to the one created for TD Bank and a few others.

      This step would at least indicate to those having issues with the imports that the case has been assigned the highest priority. But with nothing on the status page except an erroneous indicator that RBC has some 94% connection success, it makes some here frustrated.

      Thanks.

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    • danwizuk  The problem with mine was I had a pipe | and a tilde ~ in my password.  RBC allows this but it's not handled by ynab's import partner.  Once I changed my password things started working.

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      • Jannelle
      • jannelle_ynabsupport
      • 8 mths ago
      • Reported - view

      danwizuk Thank you so much for those suggestions! We do have the RBC issue on the status page, but you're right, it's a little buried (under "Other Financial Institution Issues"). I'll look into getting that displayed a bit more prominently! This is definitely a high priority for our Direct Import partner in the meantime though. 

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  • Jannelle Are there any updates on this. I have 1 of my 6 connections working which seems very strange, TIhis issue has been ongoing for months now. It is hard to believe the YNAB support team say something is a high priority and then see no movement on it. It also still does not have its own section. I think the 94% success ratio must be complete bogus since I have had so many issues with this connection. When it works it is amazing, I just wish it was working more frequently!

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    • Hi BenMe ! You're on a different Direct Import partner, than this larger issue—so it's a little different. Sorry for the confusion there! 

      I see that you wrote in earlier today via email, I'm going to follow up—so we can gather a little more information and take a closer look at the accounts that aren't importing!

      Reply Like 1
  • cant get rbc account linked. it is authenficating but keep asking the security quiescent, over and over. been blocked because of too many tries. 

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    • Hi Artur V !

      Sorry for the trouble! RBC recently made changes to their MFA process and it caused a snag with direct import. Our Direct Import partner is working on a fix and we're monitoring things on our status page. Hopefully, it'll be back up and running soon!

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  • Hi YNABers, FYI, I am able to connect to RBC bank even with the security questions enabled. For me, this problem is fixed.

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      • Artur V
      • Green_Yeti.1
      • 6 mths ago
      • Reported - view

      Orange Grizzly nope, just tested it. still cant authenticate, keeps asking security questions over and over again  

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    • Hi Artur V ! I reached out via email, so we can gather a little more information on this and let our Direct Import partner know.

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  • I am having the same problem with RBC, but only with my husbands account.  We both have accounts with RBC.  Mine has worked without issue but his always asks a security question.  Even when he logs into online banking directly he is always asked the security questions.  He does not have the box checked that asks if you want the questions every time so I am confused as to why it keeps asking the questions every time at login.  It is really wreaking havoc on our YNAB account and making it very difficult to track things accurately.  I am getting him to call RBC today to see why he keeps having to answer a security question every time when he doesn't want to.  

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    • Ivory Packet Let us know how the call goes! Once he's got it worked out on the RBC site so he doesn't have to answer security questions every time, he may need to remove and re-add his RBC connection to get the change updated in YNAB. 

      Here are the steps to do that:

       

      Remove the Connection

      - Select your budget name in the top left-hand corner and choose Manage Connections from the drop-down menu.

      - Then Remove the connection to RBC, confirm removal and select Done.

       

      Relink Your Account(s)

      - Hover over the account name (in the left sidebar) and click on the edit icon. 

      - Select Link Account, search for "RBC", and follow the prompts.

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    • Chrissy   No luck!  RBC stated that they had removed the security questions at every sign in but it was in fact not removed. They did caution that it would ask the security question for every new sign in on a NEW computer but it does it EVERY SINGLE TIME on our home computer no matter how many times we log in.  It is completely frustrating.  I have the exact same account as my husband and my login never does that.  Any other ideas of what we can do besides calling them back again?

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    • Ivory Packet Let me send you an email and we'll have our Direct Import partner take a look. Their system could be reading our Direct Import partner's attempts to connect as a new computer each time. Let's start there and see what we can do! 

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  • I continue to remove and try to relink my royal bank ... it worked GREAT my first 2 months and suddenly "can't import", there is a connection error, apparently on the bank side?  But i see nothing and i am using a computer, not the app .... so i am frustrated and hope it will link soon!

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    • Hi Sky Blue Thunder ! I'm sorry you're frustrated! Our Direct Import partner is working on a fix for this RBC issue. I see that you wrote in via email, and Kat gave you a little more detail on what's going on!

      Let us know if you have any questions, or need help getting your budget up to date!

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    • Nicole works now!! Yay!

      Reply Like 1
  • I've had Royal Bank issues since I added a Royal Bank Credit card in November.  For me I no longer get error messages when connecting.  It seems to connect fine, sees the account fine - it just never downloads any data.  I have to disconnect the account,  manually download and import transactions to get them into YNAB.

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    • Hi WinoOutWest !

      Sorry for the delayed response here! I took a look and you're connected to RBC but none of your accounts are linked, so those transactions aren't importing. To fix that, hover over the name of your RBC account on the left hand side of your budget and click the edit icon that appears. On that screen, select Link Account and follow those prompts. :)

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    • Faness Thanks for noticing however no accounts are linked because when I do link them no transactions come down ever.  I only have a credit card.  I can link and authenticate fine now however I never get my transactions - so I am still manually downloading and importing them.  I keep periodically linking my account with the hope that I am going to get my transactions soon.  Would be great if you can help get them flowing again. Thanks!

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    • WinoOutWest I hope you don't mind me stepping in here! I reached out via email, so we can gather a bit of information and have our Direct Import partner look at that connection. 😀 Let me know if you have any questions!

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  • I new to YNAB and after reading this thread and experiencing connectivity issues with RBC I am beginning to have buyers remorse.   It just keeps cycling through the security questions and is not connecting.   It appears this has been an issue for several months now?   When can we reasonably expect a lasting fix? 

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    • Hi Pink Hammerhead !

      This is a new issue - separate from the one originally reported on this thread. Our Direct Import partner has been made aware and they're currently looking into it! 

      Reply Like 1
    • Faness I am having this same issue after just signing up - it just keeps cycling through security questions even though the answers are correct.

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    • Hi Maroon Vacuum !

      Sorry for the delayed response! I tried to take a look but I see the account was deleted. We completely understand if you choose not to stick with YNAB at the moment and we hope you'll give it another try in the future.

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  • I’m actually super excited because after updating my RBC AND my YNAB apps, I was able to reconnect my bank to my account!  After a month of importing all my transactions, I am stoked I no longer have to do this. So hopefully update and you’ll be able to re-connect your banking info to the program. Good luck!

    Reply Like 1
  • This is still not resolved.  There is endless cycling of security questions  and then it times out.  Clearly this has been a known issue for months,  when can we reasonably expect it to be fixed?

    Reply Like
    • Hi Pink Hammerhead !

      Our Direct Import partner is currently working on a solution, but they aren't able to provide a timeline for a fix. I sent you a quick email so we can follow up with you once this issue is resolved! :)

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  • It was working fine for about 2 months and now it's down again for me. the status page says it's up, and YNAB error message states it's a maintenance and that they'll keep trying for a week... I have had the endless cycle of questions again.

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  • It seems to be a while that the RBC connection has been in maintenance. Any update on this? It was working fine for a while.

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    • Cadet Blue Lightning Salmon Viper Thanks for letting us know! We are hearing reports of extended maintenance errors today from other YNABers banking with RBC, and have asked our import partner to look closer. They're investigating and we'll post an update when we hear back!

      Reply Like 1
    • Nicole Thank you. It is working fine today. I appreciate the help.

      Reply Like 1
  • It stopped working again!! man can you just figure it out once and for all??

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    • Artur V I'm sorry for the trouble (and the frustration)! We're still working with our import partner to stabilize this connection. They're making progress, but it hasn't been completely resolved just yet. We'll continue to work at it!

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