Troubleshooting Linked Accounts

Troubleshooting Linked Accounts

REI Hub offers the ability to securely connect to your bank or financial institution via one of our integrated Data Providers so that you may automatically receive a feed of Imported Transactions.  This core feature reduces manual data entry and helps ensure that you have booked all transactions relevant to your rental business.  Recently settled transactions are imported daily, usually overnight. 

However, sometimes the connection between REI Hub and your bank accounts can be interrupted.  This can happen for a few different reasons.  For example, security settings can force re-authentication intermittently, or updates from your financial institution or the Data Providers can temporarily pause the connection. 

In most situations, refreshing your connection is enough to fix the issues.  Sometimes, you will need to un-link and then re-link an account entirely.  If neither option works, reach out to us so we can help troubleshoot further!  

To refresh the connection on your Linked Account:

1) Navigate to the Banking page
  1. It is under Accounts on the left side menu.
2) Look under 'Balance' for the Last Verified date to determine account status
  1. If the Last Verified date is current, then your account does not need to be refreshed.
  2. For accounts linked through Plaid:
    1. If the system detects an error status, it will display a notification in red with the refresh button:
    1. If error status is not detected, the notification and button will not display.  If the Last Verified date is not current, go to the un-link and re-link step.
  1. For accounts linked through Yodlee:
    1. The refresh button is always displayed, even if the account sync is current.  Use the Last Verified date to confirm whether or not you need to refresh.
3) Click Refresh this Connection

  1. You will be redirected to the Data Provider's servers to enter your log-in credentials and re-authenticate the account.
4) If that does not work, or if the Refresh this Connection button was not available, continue to the next step.

To un-link and re-link a bank account:

1) Navigate to the Banking page
  1. It is under Accounts on the left side menu.
2) Click the Edit pencil next to the account in question


3) Click the un-link icon and confirm


4) Click the 'Link this account' button


5) Choose a Transaction Import Start Date

  1. Set the Transaction Import Start Date to match the Last Verified date to avoid importing duplicate transactions.
6) Contact us if re-linking the account is unsuccessful or if no transactions are imported after 15 minutes
  1. Reach us via the Contact Us, email us at info@reihub.net, or call us during business hours at 888-939-6865!


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