Lakeview Mortgage was acquired by another company and now has a new URL for logins and for syncing/downloading transactions. How do I change the URL for a linked financial institution without deleting the login (and thus all associated transactions)? The Stessa UI shows the URL but does not allow me to change it.
@managers I don’t see a way to modify the current connection, as a fellow user. With that said, I don’t think all hope is lost. I would try to connect the account a second time. However, before you do that, stop importing the current connection. Don’t delete it. Then go through the add process again.
Hope that helps
-Tom