Issue connecting to bank with Yodlee

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Posted on by KH18

Hello,

We are having issues setting up the Yodlee Bank Feeds service and connecting to our Chase bank account. I am using this guide as a reference: https://learn.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service

I have changed our bank statement import format to the YODLEEBANKFEED as noted in the aforementioned guide. When I try to link our bank account, I get the following error message:

We attempted to replicate the process in our sandbox environment with no success. I have also used different web browsers, but that does not correct the issue.

Has anyone else experience this problem and discovered a fix?

Thank you!

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KH18 5 on at

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RE: Issue connecting to bank with Yodlee

Hello,

Thank you for responding. The link you provided did not assist in the issue we are having. All options to attempt to link or create a new account link lead to the same error message.

Is there something else we can try to get this resolved?
YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: Issue connecting to bank with Yodlee

Hi, hope the following helps.

Thanks.

ZHU