There are two ways to let clients know that a bank connection is broken and needs their attention: the Notify Clients button in the Communication Center, which reaches many clients at once, and the Text Client To Fix button, which texts one client about one connection.

Client Communication Center

Use the Communication Center to notify several clients at once about bank connections that need their attention.

1. Go to Client Actions and select Communication Center.
2. In Manage Client Bank Connections, find Bank Connections with invalid credentials and select Notify Clients. This only shows when at least one connection has an issue.
3. Under Select Clients to Notify, every connection in the list is ticked when it first opens. Untick any you do not want to notify. You can narrow the list with Invalid User ID/Password only or MFA only.
4. Select Next, then under Select Message Template pick a text message or email template.
5. Select Next, check the message, and select Send Notification.

Text Client To Fix button

When you are working in a client's account, open the connection on the Summary page under Bank Connections. If the connection has an error, you will see the Text Client To Fix button. Select it to open a text form for that connection.

1. Under Text the link to, tick the numbers to text. The list shows the phone numbers saved on the client's record, and the main number is ticked for you when it can receive texts. You can tick up to 6.
2. To text a number that is not on the record, type it in Another number (optional). It is texted once and not saved. To keep a number, add it to the client's record.
3. Select Send.

Your client receives a text message with a link to fix their bank connection. The link is valid for 6 days from the moment it is sent. The form then shows the result for each number: Sent, Skipped or Failed.

For some banks, the link asks your client to add the bank again through MX instead of repairing the existing connection. The result then shows Sent (adds the bank through MX).

Fix texts are not available for every kind of connection. A connection that belongs to your firm rather than to a client can't be texted, because there is no client to text. If text messages are switched off for a client, the form tells you and nothing can be sent.