I have tried to link the business accounts at BMO to Dynamics 365 but when it goes out to verify it comes back with an error message that account not found. I verified all the account information when I manually log in to the bank account. First time I logged in manually I needed a authorization code sent to my phone. Gave me a 6 digit code. Does anyone know a work around or have experience with Links to BMO accounts? Yodlee website says they work with BMO Financial.
In my experience Yodlee is full of problems and I dont recommend using it. You're constantly going to have problems connecting like the one you're having or problems after you're connected. I prefer to use a bank statement csv/excel file manual import instead.
As far as I know, it may not be possible to connect to BMO in standard functionality. you can add code to integrate with the Yodlee API. Or simply use solutions from other partners.