Find out how to receive and why there is missing account information (Address, Phone Number and Email) on a Bravo report
For a detailed breakdown of financial institutions and the percentage of reports that do not return an address or phone number, please scroll to the bottom of this article.
If the Account Information is not displayed in the top right-hand corner of a TurboPass Report, you can try rebuilding the report. (See how here)
If rebuilding the report does not help, most of the time, in the final steps of linking to TurboPass, the customer is presented with boxes to check off. Please view the example below:
Make sure the customer has checked all boxes off before clicking continue.
DISCLAIMER
The picture above shows greyed-out boxes which indicates the account has been connected to our data aggregator before. In most cases, the customer will see white, unchecked boxes, which they MUST check off for all data to be available on the TurboPass report.
Wells Fargo Accounts Not Returning Phone Number
IIf you have a TurboPass report on a Wells Fargo account that does not have a phone number, please have the customer log in to their account on a desktop, go to 'My Profile', then 'Update Contact Information'. Under the 'Phone numbers' section enter their cell phone number under the 'Work' Phone section as seen below
After this has been saved, rebuild the TurboPass report or send the customer another invitation to link their account again. This will successfully return a phone number on the TurboPass report.
If that also doesn't resolve the issue, it is likely due to a setting in the consumer's online bank account that restricts third party access to certain information. This setting is generally known as "third party access restriction" and is designed to protect the user's privacy and prevent unauthorized access to their account. When this setting is enabled, it prevents external services like TurboPass from retrieving account information.
In this case, you can advise the customer to navigate to their account settings and look for settings related to this issue. These settings are usually located in the Privacy Preferences, Security Settings, or Privacy Setting sections of their online banking platform. By accessing these settings, the customer can review and modify their privacy preferences to allow third party access to the necessary account information.
To enable third party access, the customer may need to toggle a switch, update their privacy settings, or grant specific permissions. It's important to note that the exact location and wording of these settings may vary depending on the bank's online platform.
Once the necessary changes have been made, send the invitation to the customer again to regenerate the TurboPass Report and verify if the account information is now displayed correctly in the top right-hand corner.
Keep in mind that if a financial institution has a 0% chance of returning an address or phone number, it's likely due to the institutions restrictions in sharing data with third-parties.
Financial Institution |
% of Reports with an Address |
Ameris Bank - Personal Online Banking | 0.00% |
Aspiration | 0.00% |
Banco Popular Puerto Rico | 0.00% |
BlueVine | 0.00% |
Branch | 0.00% |
Cadence Bank - Retail | 0.00% |
Capital One | 0.00% |
Ent Credit Union | 0.00% |
Fidelity | 0.00% |
First National Bank (PA) - Personal | 0.00% |
First National Bank of Omaha | 0.00% |
Frost Bank | 0.00% |
Global Credit Union | 0.00% |
Golden 1 Credit Union | 0.00% |
HarborOne Bank - Personal Banking | 0.00% |
Maza | 0.00% |
MoneyLion - RoarMoney | 0.00% |
ONE | 0.00% |
PNC | 0.00% |
Seis | 0.00% |
SoFi | 0.00% |
Uber Pro Card | 0.00% |
Union Bank & Trust Company (NE) - Personal | 0.00% |
Webster Bank | 0.00% |
Randolph Brooks Federal Credit Union | 10.00% |
BB Americas Bank - Personal | 17.00% |
Wells Fargo | 21.00% |
Space Coast Credit Union |
36.00% |
Woodforest National Bank | 51.00% |
USAA | 54.00% |
FirstBank (Colorado) - Personal Online Banking | 57.00% |
M&T Bank | 77.00% |
Square | 81.00% |
Huntington Bank | 83.00% |
First National Bank Texas & First Convenience Bank | 89.00% |
Santander - Personal | 92.00% |
Bank of America | 95.00% |
Citibank Online | 95.00% |
Chase | 96.00% |
Citizens Bank | 98.00% |
Fifth Third Bank | 98.00% |
Truist | 98.00% |
Navy Federal Credit Union | 99.00% |
Financial Institution |
% of Reports with a Phone Number |
Aspiration | 0.00% |
Banco Popular Puerto Rico | 0.00% |
Bank OZK - Personal | 0.00% |
BlueVine | 0.00% |
BMO (US) | 0.00% |
Branch | 0.00% |
Cadence Bank - Retail | 0.00% |
Capital One | 0.00% |
Centier Bank - Personal Online Banking | 0.00% |
First National Bank (PA) - Personal | 0.00% |
First National Bank of Omaha | 0.00% |
Frost Bank | 0.00% |
Global Credit Union | 0.00% |
Golden 1 Credit Union | 0.00% |
HarborOne Bank - Personal Banking | 0.00% |
Maza | 0.00% |
MoneyLion - RoarMoney | 0.00% |
Ocean Bank (FL) | 0.00% |
ONE | 0.00% |
Republic Bank | 0.00% |
Seis | 0.00% |
SoFi | 0.00% |
Uber Pro Card | 0.00% |
Union Bank & Trust Company (NE) - Personal | 0.00% |
Santander - Personal | 2.00% |
Webster Bank | 7.00% |
BB Americas Bank - Personal | 17.00% |
Space Coast Credit Union | 36.00% |
FirstBank (Colorado) - Personal Online Banking | 57.00% |
Huntington Bank | 83.00% |
PNC | 84.00% |
Citizens Bank | 91.00% |
Citibank Online | 95.00% |
Bank of America | 96.00% |
Chase | 96.00% |
Woodforest National Bank | 96.00% |
First National Bank Texas & First Convenience Bank | 97.00% |
Wells Fargo | 97.00% |
Fifth Third Bank | 98.00% |
Truist | 98.00% |
Navy Federal Credit Union | 99.00% |
The data presented was gathered in 2023. It is important to note that some of the percentages may have changed over time due to integrations and connections with specific financial institutions.