Requesting Envestnet Institution Details

You can request the latest institution information details through the Bank Connections tab.

The Envestnet bank integration process, through permission-based, secure authentication, enables Accounting to request the latest information for the selected institutions and accounts. The latest information is requested for all the selected Institution Name, Connected Bank Account, and Bank Account Name linked to your associated institutions in this Request Latest Information - Envestnet window. You will also receive an email to your linked accounts, once the process is finished.

For more information about the Envestnet integration, see Envestnet Bank Integration Overview.

You can request the latest institution information for one or more connected bank accounts belonging to the institutions through Bank Connections tab:

  1. Click the Bank Connections tab.
  2. Click Request Latest Institution Information - Envestnet in the Bank Connection Actions panel on the Bank Connections tab. The Request Latest Institution Information - Envestnet window opens.

  3. Select the Institution Name, Connected Bank Accounts, and Bank Account Name for which you want to request the Latest Institution Information. You can also enter the required details in the search bar to view, select, and filter the institutions within the window.

  4. Click Request. The request process runs in the background and you will receive a notification and an email when the process completes.

Note: To get the latest information for linked accounts, select at least one institution connected to Envestnet and click Request. The request is processed automatically in the background. You will receive an email when the process completes. If you don't select an institution or if no institutions are connected, an error message is displayed.