Our dedicated support team will help you to get the error resolved.
Please email email@example.com with as much information as possible, including:
-Investor's email address
-What financial institution the investor is trying to link
-Website of the financial institution that the investor is trying to link (example: https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?SessionTimeOut=Y)
- Did an initial snapshot of the account come up with correct values when the investor entered their log in credentials? If not, what error did the investor receive?