Status Definitions

Find out what your specific Status means

"Status" refers to the point in the TurboPass invitation process where the customer was most recently active or left off.

* - This indicates that there are other technical statuses that have a similar meaning. To determine your specific technical status, you can check the "History" section under the "Actions" column on the dashboard.

Customer Notified	The customer has successfully been sent a TurboPass link. They have not yet interacted with the invitation. Confirm with your customer they have been sent the TurboPass link.
Customer Reminded	The customer has received another invitation as a reminder to complete the linking process.
Customer Authorization in Progress	The customer clicked the link on their invitation.
Customer Agreed to Terms	The customer has accepted the TurboPass terms of service and is in the process of linking their account. This step should take less than one minute.
Transitioned to (Screen Name)	Indicates that the customer is or was last on a loading screen. The particular loading screen is indicated in the status. If this status has no changed after several minutes, confirm with the customer they are fully completing the link
Customer Authorization in Progress	The customer has begun to link their account.
Entering Phone Number	The customer was asked to verify their phone number.
Phone Number Verified	The customer submitted their number for verification.
Searching Institutions	The customer is searching for their financial institution.
Institution Selected (Institution Name)	The customer selected an institution.
Employer Selected	The customer selected an employer.
*Institution Not Supported (Selected Degraded Institution)	We are unable to connect to your customer's selected financial institution at this time. Please consider alternative report types or methods of verification.
Selecting Brand	The customer selected a brand from an institution with multiple online portals.
Institution Not Responding	The customer's selected institution is currently not responding to TurboPass servers. Please consider alternative methods of verification.
*Institution Not Supported (No OLB Access - Opt Out)	The selected institution does not currently provide online bank access.
*Institution Not Supported (Institution No longer Support/ FI Not Supported)	The selected institution is no longer supported. Please consider alternative report types or methods of verification.
Password Reset Required	The selected institution is requiring the customer to reset their password. Have the customer proceed with the reset process and then return to the TurboPass link to finish completion.
Exited Before Completion	The customer has exited the link without fully completing the institution login process (includes ID, Password and/or Multi-Factor Authentication required by the institution). Please contact your customer to ensure they are completing the process to link their account(s).
Institution Login	The customer is being directed to the intuition's website to complete the login process.
Invalid Credentials	The customer did not enter the correct credentials during the login process. Try having the customer log in to their institution\'s mobile app and confirm the credentials are correct, or reset their password and try again.
Insufficient Credentials	The customer has entered an incorrect username and/or password. Please have the customer go to their institution\'s mobile app or website and confirm their credentials are correct.
Communication Error	The selected institution is not communicating with TurboPass servers at this time. Attempt to rebuild the TurboPass report or have the customer connect their account on a desktop for a better connection.
Institution Login Incomplete	The customer has exited their institution\'s authentication without completing the login process. Please contact your customer to ensure they have completed this process.
Failed Authentication with (Institution Name)	The customer encountered an error while completing the institution’s authentication process. Please have your customer access the link from a desktop computer to complete the login process.
Incorrect Recaptcha	The reCaptcha authentication failed. Please have the customer try again.
MFA Not Supported	Multi-factor Authentication is not currently supported with this institution, but is required as part of the connection request.
MFA Requested	The institution requested the customer authenticate using multi-factor authentication. This is typically a security question, or a one-time password sent to the email/phone number associated to the account for verification.
MFA Invalid Information	The customer has entered incorrect credentials during multi-factor authentication. If the issue persists, have the customer log into their institution\'s mobile or desktop app and change their MFA types. This is commonly found in the Security/Privacy settings.
MFA Submitted	The customer has completed the institution\'s multi-factor authentication process.
Successful Connection (with institution name)	The customer successfully authenticated with the institution. Please wait a few moments for us to start building your report.
Intake Complete	The customer has successfully completed their intake process. Please wait a few moments for us to start building your report.
Account Locked	The customer has attempted to log in to their account without success too many times. The institution has temporarily locked their account. Have the customer call or log into their institution\'s mobile app or website to unlock the account.
Information Not Found	No customer information was found with the selected institution.
No Transactions Found	No transactions were found for the selected institution. Make sure the customer has tried to connect to the Bravo report.
No Accounts Found	No accounts were found for this customer.
Customer's Data Unavailable	No data was found or the requested data is not currently available.
User Setup Required	The institution is requiring the customer to finish setting up their account. Have the customer log into the institution\'s mobile app or website to complete the required set up.
Payroll Connection Begun	The connection with the Employer was successful.
Customer Consent	The customer was asked to consent to the privacy policy.
Disclose Data	The data types being shared were disclosed to the customer.
Customer Consent	The customer has consented to sharing the requested data types with TurboPass.
Building Your Report	The Customer has successfully linked their account. TurboPass is building your report. This should take 1-5 minutes.
SnapCheck Data Ready	SnapCheck Data Ready
Report Ready	TurboPass has successfully built the report, and the report is now ready for viewing.
Generic Error	An undetermined error has occurred. Send a new invitation and have the customer try again. If this error continues, contact TurboPass support.
Connection Invalidated	The customer has had the link opened longer than 30 minutes. Have the customer click the TurboPass invitation again and start over.
Login Limit Detected	An excessive amount of login attempts was detected. This may occur if a user enters their credentials incorrectly too many times in a row. Have the customer confirm their credientials and resend the invitation.
Report Archived	This TurboPass has been archived. Please contact us to un-archive this report.