What does the source status on my firm dashboard mean?

There are three possible statuses for a source: Active, Pending, or Removed.

Active

Your source is connected and actively being archived! All is well.

Pending

There is an issue with the connection with this account. You can navigate to your Sources page and manage your source or reconnect it there.

Removed

The account associated with this account was deactivated, or the source was deleted. If that user is reactivated, they will need to reactivate this source.

Still need help? Contact Us Contact Us