Submitting a request for a new held-away account connection

This article will explain the steps to take if a connection to a particular institution is not available. 

You can fill out a form to request a new connection following these steps:

First, log into Blueleaf, and click "accounts" on the left. Next, In the upper-right corner of the page, there's a section called accounts & groups. Click the "add" link



Then, click the "diagnostic" link below the search box



This should open a pop-up window. This is the interface our data provider (Quovo) uses. Now click "+ Add".



Search for sync request in the search bar. Then click "Request New Insitution". You'll be prompted to fill out a form with the log in URL and your account information.


When you submit a sync request, the form goes to our data provider, and they will review the issue to develop a new connection. We cannot guarantee any sort of timeline on when a connection can be developed, only that our data provider will review the connection for development.  Depending on the complexity of the connection, this process can take several months to complete.

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