Hi, I have a client whose bank accounts show as inactive (deleted) but when I have reactivated them, I still don't see any option to edit sign-in info on the banking page, and update their transactions. This is across the board on all of their accounts on the banking page. I am not sure how to properly update the connection. Please help!
I appreciate the reply but as I'd noted in my initial inquiry, there is no option to edit sign-in info for any of her accounts. The only button that shows up is the edit account info button, which does not help me. Any other ideas?
Once done, please follow the detailed steps provided by my colleague @HoneyLynn_G to update your sign-in info.
This information should help you edit your login info. Let me know how things go after following the steps above. If you have other questions aside from this, just leave a reply below. I'd be glad to answer.