If you're being asked to answer your security questions or enter a
one-time passcode over and over, it’s not because you’re starring in the
Groundhog Day remake. The good news is it also doesn’t mean your
connection is broken—it just wants proof upon proof you’re you and not a
bad actor.
Security Questions
When establishing a new connection to a financial institution, you
may be prompted to answer your security questions frequently until all
answers are stored. These prompts should stop once you've answered all
of your security questions.
One-Time Passcode (OTP)
Some financial institutions require you authorize frequently due to
how our integration works with their site security. This can change
(i.e. appear and disappear from seemingly nowhere) as institutions make
site and security updates.
We can’t alter this requirement, but fortunately, you don't need to authorize the connection every time it asks—only go through the prompts when you're ready to import new transactions.
*Some financial institutions require entering your credentials as well as security questions or OTP.