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
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