Updating Envestnet Bank Account Connections

Bank connections store the details of each bank account you have connected to using Envestnet FastLink.

You might need to refresh the authentication information if, for example:

• Your login credentials have changed for a bank or other financial institution
• Multi-factor authentication requirements have changed
• Your login becomes locked

To update a bank account connection:

1. Log in as the dedicated Envestnet integration user.
2. Click the Bank Account Connections tab.
3. Click a bank connection associated with the bank or institution details you want to update.
4. On the Bank Account Connections detail page, click Update.
5. Click Confirm and follow the Envestnet FastLink instructions shown on screen.

Note:

A bank account connection cannot be updated if it has been removed and its Is Obsolete field is selected. To update a removed bank account connection, you must reconnect it first. For more information, see Creating Envestnet Bank Connections.