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Linking Bank Accounts from BMO using Yodlee

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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.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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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.

For example,

https://appsource.microsoft.com/en-us/marketplace/apps?search=BMO&page=1

PS: Set Up the Envestnet Yodlee Bank Feeds Service

https://learn.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service?wt.mc_id=DX-MVP-5004336

Hope this helps.
Thanks.

ZHU

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Valentin Castravet 31,340 Super User 2025 Season 2 on at

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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.

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