Question: A client messaged you saying that there might be. Something wrong with the bank feed of their checking account. What would be the first thing

A client messaged you saying that there might be. Something wrong with the bank feed of their checking account. 



What would be the first thing to do to see if the bank feed will refresh?

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To troubleshoot and see if the bank feed will refresh you can follow these steps 1 Verify the clients credentials Ask the client ... View full answer

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