How to Address a Broken Yodlee Link

Within Lumiant's Governance and Net Worth module, both advisors and clients can identify and address issues related to broken links with Yodlee.

A broken link may occur when a client has connected their data from Yodlee to Lumiant, and the link has been disrupted due to various reasons such as consent period expiration, password updates for their financial institutions, or connection errors.

Recognising Broken Links

A green link icon in the Net Worth and Governance sections signifies connections to Yodlee, Tamarac, or Xplan. A red, broken link indicates a disconnection from external integration, signaling the absence of a live feed.

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Fixing the Feed

In most instances you should be able to re-establish the connection by:

• Identify the asset or liability displaying the broken link.

• Click on "Fix Link."

This action will navigate the user to the "Relink Your Accounts" page, where they can quickly reconnect the institution.

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Once the above steps have been completed, the feed should be reconnected.

If you continue to experience the same issue, please contact our Support team and provide the following information:

• The affected client: Full Name, Email address or screenshot from the Lumiant Platform

• The type of data feed

Our team will liaise with Yodlee, as there may have been changes from the provider that Yodlee has not been alerted to that need to be resolved before the feed can be successfully reconnected. 

Understanding the Red, Broken Link Indicator

Including the red, broken link icon is essential as it alerts both advisors and clients about the disconnection from external integrations, highlighting that the feed is no longer live. This prompts immediate action to re-establish the connection.