If you are experiencing issues linking an external account within PortfolioAnalyst, please take the following steps:
- Verify that your login credentials (username and password) for the external financial institution are correct
- Ensure that the external institution's website is currently accessible and functioning properly
- Try logging in directly to the external institution's website to confirm your credentials work
- If the issue persists after verifying the above, please contact Client Services via the Message Center. Include the name of the financial institution you are attempting to link and a brief description of any error messages you received in your webticket.