October 19, 2023 Money Management

Diagnose Connection Errors In Money Management

The Money Management platform has partnered with MX, who utilizes a multi-source aggregation strategy in order to provide the best possible account aggregation. But connection issues can still occur, and are often solved with a few simple steps from the user. 

If there is a connection error on an account, you will see a notification icon over the “Manage Institutions” icon in the Navigation Bar, and an error icon over the account that is not connecting. 

To resolve a connection error: 

  1. Click on the Manage Institutions icon.
  2. Click on the institution containing an error message.
  3. Follow the troubleshooting steps indicated for your connection.
  4. If you are unable to reconnect the account manually, click “Need Help?” to request support so the MX Support team can assist you.