Bank of the west confirmation?

I don't seem able to link my Bank of the West account. It signs=in partially, but then I get a dialog to send a confirmation code. No matter what I choose, it never arrives.

When using the BotW website it requires this, but sends out the confirmation.

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  • Hi MrNickGreene !

    At the moment, it looks like it’s waiting for you to answer your security questions again. If you haven’t added an account with this financial institution yet, let’s have you try answering those like this:

    1. Select the name of your budget in the upper left-hand corner.

    2. Choose Manage Connections.

    3. Select the failed connection with them and try again.

    Or if you’ve already added an account to your budget, you can simply click the “Import(!)" button at the top of your account register, and answer your authentication questions (if there are any to answer) from there.

    If it still won’t connect, let me know and we'll go from there! :)

    Reply Like
  • I haven't linked the account yet, so there is no budget for it yet.
    The "security question" it's waiting for is the sms verification code.
    I never get a sms though.
    I tried verificiation code through email.
    No email.

    I've gotten this prompt through the actual Bank of the West website, and successfully got the confirmation sms. So I think it's an issue with how YNAB hooks up with the bank.

    Reply Like
    • Hi MrNickGreene !

      Thanks for letting us know! I've reach out via email from help@ynab.com, so we can gather a little more information and get this reported to the Direct Import partner.

      Reply Like
  • Mine is doing exactly the same. Works fine through Banktivity.

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    • Hi Slate Blue Trombone !

      I see that you wrote in via email about that Bank of the West connection. One of our Direct Import Experts will take a look and follow up with you shortly!

      Reply Like
  • I am also not receiving the verification code from BotW. Have tried the SMS and email methods with no success. 

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    • Hi TUR7L3 !

      Thanks for writing in via email. It looks like one of our Direct Import Experts is taking a closer look!

      Reply Like
      • TUR7L3
      • TUR7L3
      • 8 days ago
      • Reported - view

      Nicole at YNAB Are there any updates on this issue? I would love to use this service, but am unable to until i can link my BotW account. I'd like to have some time to use the free trial before paying for the premium. 

      I confirmed with my bank that my contact information is up-to-date. I have tried all 3 methods of contact with no success so far.

      Thank you

      Reply Like
    • Hi TUR7L3 !

      We've heard reports of similar issues with Bank of the West from other YNAB users. Our Direct Import partner is currently investigating the cause and we should hear back soon! Laura will reach out via email, when we do. 😀

      Reply Like
      • TUR7L3
      • TUR7L3
      • 2 days ago
      • Reported - view

      Nicole at YNAB Any updates regarding this issue? When it is resolved, is there a way to reset the free trial duration? Thanks

      Reply Like
    • TUR7L3 No update just yet. We'd be more than happy to reset your trial once we have this ironed out! :)

      Reply Like
  • Hi!  I'm having the same issue with SMS verification never making it to me...

     

    Any help would be greatly appreciated!

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    • Hi Powder Blue Yearling !

      If it asks for a code (via email/text/call) that never comes, here are a few things to check:

      1. Log into your financial institution's website and make sure all of your contact information is filled in and up-to-date.

      2. Attempt to connect in YNAB again and make sure the contact information shown matches what's on your financial institution's website.

      3. Try each option (call, text, email) to see if you have better luck with one over the other. 

      Can you click that "Import" button at the top of your account register, answer your authentication questions, and let me know how it goes? 

      If all that checks out and you still didn’t receive your code, let me know and I’ll have our Direct Import partner take a look!

      Reply Like
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