Every once in a while some of my accounts show "Error Updating Account". The only way to fix this is to remove and then readd the account. The logins/passwords stay the same.

bluegenie said:Every once in a while some of my accounts show "Error Updating Account". The only way to fix this is to remove and then readd the account. The logins/passwords stay the same.

Hi Bluegenie,

This is probably our most nefarious bug. Our developers and our CS team have been giving advice that works (remove and re-add) but that doesn't actually fix things. Internally it is probably a row delineation problem, but should be fixable by us. I have asked all of my team to actually solve these going forward.

In future, anyone here on FW, that gets in this status, can you please psst me, and I'll have CS help you out, and the developer actually resolve the bug.

Tx

P

i know that account aggregation for so many different services is difficult to maintain . one out of thousand sites change their login style every week . Yodlee is pretty good in doing this . The only problem i felt that customer service is not very responsive . My take will be since it is a free service it's not possible to provide a better customer service .

manuvns said:i know that account aggregation for so many different services is difficult to maintain . one out of thousand sites change their login style every week . Yodlee is pretty good in doing this . The only problem i felt that customer service is not very responsive . My take will be since it is a free service it's not possible to provide a better customer service .

Hi Manuvns,

Thanks for your feedback. We legitimately prioritize our CS resources to our "paying" clients that connect to us via BofA, AOL Bill Pay and the like, but in general our customer support hasn't been up to scratch. We have nearly doubled the headcount in that team in the last six months and have full 24x7 coverage.

I've asked the head of CS - a guy called Joe Ayyoub, here at Yodlee - to start patrolling this thread and to help out (since the load is pretty high, and its only day #2), and he will be able to more accurately work on particular CS issues.

tx

P

fotomaniak said:when you add login to certain site, it would be nice to be able to exclude certain accounts that are associated with that login. For example, I have 1 checking account @ certain bank, but there 2 more that are linked to it. When I add it to yodlee, all 3 show up and net worth is screwed up. It would be nice if I would be able to select only the accounts that I want (for now, I have to add this account as custom and manually update the balance).


CashEdge does this.

phazlehurst said:OK,

Faster than I thought Emigrant Direct is now available on Yodlee.com. It will be available on all our other clients' sites within about 50 minutes from now (takes a while to replicate).

Enjoy.

Tx

P


Wow, fast response! Thanks, it seems that the majority of the people in this forum have an account there.

Just a quick note: pretty much all of my accounts work great except I do have a couple problems with Ameritrade Izone (using BofA-hosted Yodlee)

1) Yodlee correctly accounts for the negative value of my short positions but does not include the cash collateral in my short account, so I end up including a custom account that I manually update with this balance to get my net worth correct.

2) It also seems unable to correctly account for the value of option positions. I think this may be as simple as multiplying by 100. For example, if I have 8 of +VYHMH, and the quote for +VYHMH is 5.0, then the value of the position is $4000, not $40.

Sorry to bug you with mundane things, but it seems that in a service like this "the devil is in the details"

phazlehurst said:OK,

Faster than I thought Emigrant Direct is now available on Yodlee.com. It will be available on all our other clients' sites within about 50 minutes from now (takes a while to replicate).

Enjoy. May want to get the QA team to check on that. I just tried to add my ED account it didnt work and I noticed it asked for my userid twice (which it hid with asterisks as I typed) but it had me only enter by userid once and it was displayed in the clear. Unless I'm mistaken this is exactly backwards every other account entry (userids are entered once in the clear and passwords/pins are masked and entered twice).

Hmm.. am I the only one using Interactive Brokers here ?

CornHusker said:jlgrandam said:Thanks for adding Emigrant Direct so quickly but I am getting "login info incorrect" even though it is correct.

I think the ID field and Password field are flipped...

yep, i switched and updated fine. just be sure your password is going in the asterisk-ed field and you'll be good. thx corn!