Envestnet: Bank Statements Imported Into Certinia from Envestnet are Missing or are Missing LinesJan 31, 2025Knowledge
Content Standard GuideTitleEnvestnet: Bank Statements Imported Into Certinia from Envestnet are Missing or are Missing LinesURL NameEnvestnet-Bank-Statements-Imported-Into-Certinia-from-Envestnet-are-Missing-or-are-Missing-LinesInformationProduct AreaHelp Product AreaBank Statements Bank ConnectionsRelease VersionHelp Release VersionSymptomsHelp SymptomsWhen importing a Bank Statement with Envestnet using Import Statements, the imported statement is missing, has no lines or is missing linesThe email confirmation received says the import was successfulThe Apex Jobs are showing the Envestnet Apex Class (EnvestnetCreateStatementsBatch) as successfulEnvironmentHelp EnvironmentCertinia AccountingPlaidResolutionHelp ResolutionIn the first instance check the connection in the Bank Connections tab selecting, Envestnet as the external sourceIf the connection is active, please contact Certinia Support to raise a case with EnvestnetAfter consulting with Envestnet, it may be found that the associated User's account is Multi-Factor Authenication enabled, which means the end site prompts for MFA during every refreshTherefore for automatic or scheduled refreshes and imports, the User's account will fail with a "522 / MFA Required Error"To resolve this: The user must refresh the account manually and action the MFA, for the account and transactions to update successfullyEnsure the Envestnet User (Integration) does not has the MFA activated For further reference, please look at the Updating Envestnet Bank Connections guidanceCauseHelp CauseMulti-Factor Authentication was active on the Envestnet Integration UserAdditional NotesHelp Additional Notes
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