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Why is there a yellow or red exclamation point on my account within Money Management and how do I remove it?

From the Accounts View, an exclamation point (red or yellow) will appear at the top right corner of the account card.

  • A yellow alert indicates that an action is required from the user (i.e. answer a security question).
  • A red alert indicates a problem with the connection to the account.

To remove the exclamation point:

  1. Click on the account to open the account detail view.
  2. Then click on the red or yellow warning message in the “Link Status” field.
  3. The “Manage Institutions” page will appear.
  4. Once the action/connection has been addressed the exclamation mark will disappear.
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