Two-step / multi-factor account verification for Data Sources

Recently my mortgage company changed to a two-step verification process. This new process broke my linked account. Does Stessa have a fix for this new logon process?

@anthonyg1464 Yes! The best way to resolve this issue for an existing account connection is to click “Refresh” under the small gear icon at far right on your Data Sources page. Follow the prompts all the way through, including answering any security questions or two-factor authentication requests.

If you’re still having trouble getting fresh data after the refresh, open a support conversation by clicking the blue circle at lower right. Then click “New Conversation” and let us know what’s going on.