The following screen will ask you to Verify Your Email. Next, enter and confirm your password, your email address, first and last name, and security question. Enter the Banktivity ID username in the “Choose Banktivity ID” field (this can be an email address, your name - anything that makes sense to you) and then tap on “Create”.
Now you will need to start your new trial by setting up your Banktivity ID.
To start, you will need to download the new Banktivity app from the App Store. Unfortunately for me, that hasn't worked yet for a new account I'm trying to configure in Banktivity.This article is intended for customers that do not already have an active Banktivity subscription. You may be able to use the legacy download option at:Īccount -> Legacy -> Configure Automatic Download. I found this thread because I wanted my transactions to come in automatically, but reading the TOS is pretty bleak. With Envestnet | Yodlee Insights Solutions, you can engage, serve, and retain today’s consumers with the ability to apply Financial Insights APIs and build, implement, and scale the hyper-personalized financial wellness experiences consumers require. With today’s consumers expecting digital experiences and interactions to be relevant, insightful, and tailored to their needs, hyper-personalization isn’t just a nice-to-have, it is the new baseline for success. They keep your data and your credentials. You acknowledge and agree that Yodlee may maintain your Data and Credentials on separate systems than those of Financial Institutions. You agree that Yodlee assumes no responsibility and shall incur no liability with respect to the acts, omissions, or determinations of any Financial Institutions. FastLink is not endorsed or sponsored by any Financial Institutions. You agree that: Financial Institutions shall be entitled to rely on the foregoing authorization, agency and power of attorney granted by you. YOU ACKNOWLEDGE AND AGREE THAT WHEN YODLEE IS ACCESSING AND RETRIEVING YOUR DATA FROM FINANCIAL INSTITUTIONS, YODLEE IS ACTING AS YOUR AGENT, AND NOT AS A SERVICE PROVIDER OR OTHERWISE ON BEHALF OF THE FINANCIAL INSTITUTION.
For either of the foregoing purposes, you hereby grant Yodlee a limited power of attorney, and you hereby appoint Yodlee as your true and lawful attorney-in-fact and agent, with full power of substitution and re-substitution, for you and in your name, place and stead, in any and all capacities, to access third party sites (using your Credentials, when applicable), retrieve Data, provide your Data to the Application provider, and use your Data, all as described herein, with the full power and authority to do and perform each and every act and thing requisite and necessary to be done in connection with such activities, as fully to all intents and purposes as you might or could do in person. You have to agree that they can get your Data.
By using FastLink, you authorize Yodlee to access and retrieve your Data from one or more third parties designated by you or by the Application provider on your behalf (“Financial Institutions”). ACCOUNT CREDENTIALS AND ACCESSING YOUR DATA A. They sell your banking information, but they'll leave your name off.
Unless stated otherwise in your Application provider’s privacy notice, as part of your accounts being linked Yodlee may use for commercial purposes as permitted by law, information derived or excerpted from your Data that does not contain your personal information or other information that can reasonably be used to determine your identity. Yodlee does not sell your personal information, however such information is defined under applicable law.