Loading
HelpCommunityTraining Center

ArticlesEnvestnet: Error Message: “loginName header missing” When Clicking Connect Bank with Envestnet Button

Knowledge Article

Envestnet: Error Message: “loginName header missing” When Clicking Connect Bank with Envestnet Button

Users may encounter a "loginName header missing" error when attempting to connect a bank with Envestnet. This error occurs because the "Envestnet Environment Settings" custom setting needs to be updated. To resolve this issue, a Certinia Support Case must be opened for assistance.

  • May 12, 2026
  • Knowledge

Title
Envestnet: Error Message: “loginName header missing” When Clicking Connect Bank with Envestnet Button
URL Name
Envestnet-Error-Message-loginName-header-missing-When-Clicking-Connect-Bank-with-Envestnet-Button

Product Area
Bank Connections
Release Version
All Versions
Symptoms
  1. User has gone to Bank Connections tab and is selecting Connect Bank with Envestnet button
  2. An error is displayed: "loginName header missing" 
Environment
  • Accounting
  • Spring 2024 SP7
Resolution
  • Open a Certinia Support Case for assistance to update the "Envestnet Environment Settings" Custom Setting
Cause
  • The "Envestnet Environment Settings" Custom Setting needs to be updated.
  • This a Certinia Protected Custom Setting.
Additional Notes
Professional Services CloudCustomer Success CloudFinancial Management CloudCash & Bank Management
Was this article helpful?
00
Upload Files
Recommendations
No results for undefined
Loading
Knowledge:Envestnet: Error Message: “loginName header missing” When Clicking Connect Bank with Envestnet Button