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How to address incorrect credentials or repeated login failures?

  • Encourage clients to log in directly on their bank/payroll site to reset credentials.
  • Verify they selected the correct institution.
  • Remind them of lockout policies after multiple failed attempts.
  • If clients don’t remember their credentials, nudge them to reset their username/password within the Truv experience.
  • Offer manual upload as a fallback if needed.