I’m trying to setup new bank feeds for WF commercial accounts but cannot find the right institution in Plaid or MX. An article from last year mentioned using the MX Bank Feed Type… but Wells Fargo CEO is not an option. Not sure if something changed on the MX side of things or I need to search for it a different way, I tried just about all I could think of. Using the Wells Fargo institution with my credentials does not work since the sign in page is different for commercial accounts.
Best answer by ajmalnasir55
Hi
With regards to WF CEO account, MX has decided to hide the visibility of this financial institution connectivity due to the connectivity maintenance required (from MX’s side). This financial institution is not visible in PLAID as well.
We expect to get an update in another 4 months time on this financial institution’s connectivity status from MX’s side.
As an alternative approach (since this financial institution is not available), you could try with SFTP file integration approach (as explained in following article). Please note that this feature is available only on latest acumatica versions.
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=155354ab-696c-403f-8797-dbded1188e16
Hi
With regards to WF CEO account, MX has decided to hide the visibility of this financial institution connectivity due to the connectivity maintenance required (from MX’s side). This financial institution is not visible in PLAID as well.
We expect to get an update in another 4 months time on this financial institution’s connectivity status from MX’s side.
As an alternative approach (since this financial institution is not available), you could try with SFTP file integration approach (as explained in following article). Please note that this feature is available only on latest acumatica versions.
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=155354ab-696c-403f-8797-dbded1188e16
What is the status of the bank feed connection between Wells Fargo and Acumatica? I see above there was an anticipated update coming in 4 months. That was noted on this thread 8 months ago.
We have an Acumatica prospect that has Wells Fargo. Please share an update to the above.
thank you
What is the status of the bank feed connection between Wells Fargo and Acumatica? I see above there was an anticipated update coming in 4 months. That was noted on this thread 8 months ago.
We have an Acumatica prospect that has Wells Fargo. Please share an update to the above.
thank you
Hi Amy,
We have a customer also who is looking at WF. We had a call with the WF rep and reviewed and were able to test to see if WF was available. It was and LOOKS like it might work, but we did not make any official connection since the customer does not have a WF account to connect yet. The URL looked correct, so it looks like it might be possible. This is from the MX login:
Thank you. I will pass this detail to my consultant and watch for updates from Acumatica.
Much appreciated.
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