How do I connect and refresh accounts that require multi-factor authentication procedures?

MoneyBrilliant can connect to online bank accounts that use multi-factor authentication tokens, text messages and images from mobile devices. This feature is available in the desktop version and mobile app versions of MoneyBrilliant.

To use the feature, connect a service that uses multi-factor authentication.

After you enter your account credentials, you will be asked if you’d like to connect more accounts. Make sure you select Go to My Dashboard (on mobile) or Close (on desktop) to move through this option.

Once you do this, you will shortly be prompted to enter the token, text message or image information to complete the account refresh. If you don’t provide the information within the required time you will receive an error message. But don’t worry, you can try again by refreshing your account.

To refresh an account that uses multi-factor authentication select the account or the service and select refresh. You will be prompted to enter the token, text message or image information to complete the account refresh. If you don’t provide the information within the required time you will receive an error message.