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.

25replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • 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.

    Reply Like
    • 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. 

    Reply Like
    • 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
      • 2 mths 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 mths 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!

    Reply Like
    • 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
  • Bank of the West has updated the login sequence. You now have to agree to a consent form before the request of the OTP is sent.

    Reply Like
    • Tan Packet Linking Bank of the West with YNAB still doesn't work.

      Reply Like
    • MrNickGreene Sorry for the trouble! Our Direct Import partner is still working on getting this issue ironed out.

      Reply Like
  • Any update on this? Mine is doing the exact same - I never get the confirmation code.

    Reply Like
      • TUR7L3
      • TUR7L3
      • 1 mth ago
      • 1
      • Reported - view

      Orange Python I know that myself as well as other users are working with YNAB's direct import partners to get this resolved. 

      Reply Like 1
    • Hi Orange Python ! Not yet. Sorry for the trouble! Our Direct Import partner is working hard to get this resolved. When we have news, we'll post an update!

      Reply Like
  • I haven't e-mailed in to support, but I'd like to just add my name on the list of users trying to connect with Bank of the West. No luck with SMS, E-mail, or Phone. Looking forward to a fix so I can start using this highly praised service!

    Reply Like
    • Dr. Rab Sorry for the trouble! Our Direct Import partner is working on rebuilding their integration with Bank of the West. We think we're getting closer, but it could take a bit more time to have this ironed out.

      Reply Like
  • I'm having the same issue as others connecting to Bank of the West (not receiving text/email/voice confirmation code).  Just adding my name to the list, hoping to hear of a fix soon.

    Reply Like
    • Alex MH I just sent you an email (sorry we missed you until now!) so that you'll get notified when this is running again. 

      Reply Like
  • It's been 2 months gang. 
    I've lost faith this is actually on any developers radar.
    There is no way that if even 1 person was working on this for half that time it wouldn't be fixed.
    I'm sure the support staff care. But they aren't the ones who have to do the fixing.

    Reply Like
    • Hey  MrNickGreene

      This is taking longer than we hoped, too! We work with a third party direct import partner, and it's definitely on their radar. For some issues, like this one, our direct import partner needs to work directly with a user to test their fix for their integration. In this case,  our Direct Import partner has been working with a number of users directly to review how the build needed to happen, test the build, re-look at the work, re-test, etc. Unfortunately, even with ongoing time and work they still haven't gotten it 100% fixed--though we're checking in with them each week and they are actively working with some BotW users each week as well. 

       

      If you have any questions about that or want any more details, please do let me know! 

      Reply Like
Like Follow
  • 8 days agoLast active
  • 25Replies
  • 96Views
  • 11 Following