To keep your financial data secure, many banks use Multi-Factor Authentication (MFA). This can involve a code generated by a card reader, a security fob, or a mobile app.
While this extra layer of security is great for protection, it means your bank feed in TELUS Farm Accounting requires a manual "approval" every so often to pull in new transactions.
Why Refresh Your Feed?
Because MFA-protected accounts cannot sync automatically in the background indefinitely, you will need to refresh the connection to view your latest transactions.
Frequency: We recommend refreshing your feed at least every 30 days.
What you'll need: You won’t need your full login credentials every time—just the PIN or code generated by your MFA device (card reader or fob).
How to Refresh Your Bank Feed
If your feed has stopped importing new transactions, follow these steps to get things moving again:
1. Navigate to the Check & Confirm screen (where you see your bank entries waiting to be confirmed within your accounts).
2. Scroll to the bottom of the page.
3. Select Actions > Add more.
4. Confirm the 'Retrieve from' date:This date is automatically populated based on your last successful import to ensure you don't have any gaps in your data.
5. Depending on your bank's requirements, you may then be required to provide addition MFA approval to complete the process.
Once verified, your latest transactions will be pulled into TELUS Farm Accounting.
TELUS Agriculture & Consumer Goods (UK) Limited is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides Authorised Users with regulated account information services through TELUS Agriculture & Consumer Goods (UK) Limited as its agent.