Adding and Updating Accounts

Discussion List

• 
  Idaho College Savings - error 170 (edited)

  Kchingon 92 views 15 comments 1 point Most recent by Coach Jon December 16
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  Merged: FDP-105 for Merrill Account (edited)

  Closed nobody0001 475 views 0 comments 3 points Most recent by hokieskier December 16
• 
  Virginia 529: Not downloading transactions

  Shep 56 views 4 comments 0 points Most recent by jimmythecook December 16
• 
  Add shareholder subdomain from Primerica

  Scotties 138 views 18 comments 2 points Most recent by Coach Kristina December 15
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  Error - Care Code: FDP-104 with LPL Financial (edited)

  Mizer 164 views 8 comments 0 points Most recent by Coach Kristina December 14
• 
  LPL fdp 104 [Edited]

  Brant Davison 23 views 2 comments 0 points Most recent by Coach Kristina December 14
• 
  Acorns is no longer updating

  JoshCampbell 26 views 2 comments 0 points Most recent by UrsulaA December 13
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  T. Rowe Price Retirement Plans Data not getting updated since Nov 14 2024

  SudipChoudhury 22 views 1 comment 0 points Most recent by Coach Jon December 13
• 
  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Ryan-H 43 views 1 comment 0 points Most recent by Coach Jon December 13
• 
  Midwest loan services error FDP-102

  kwillg 6 views 1 comment 0 points Most recent by Coach Jon December 13
• 
  nysaves 529 aggregation url error

  kiun 20 views 2 comments 0 points Most recent by kiun December 13
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  FDP-105 error with Schools First FCU

  System 44 views 4 comments 0 points Most recent by Coach Jon December 12
• 
  Fidelity Inv & Retirement reconnect notification issue (edited)

  lwyman 103 views 11 comments 0 points Most recent by Coach Jon December 12
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  Neuberger Berman No Longer Connecting FDP-103 error

  sgreenstonenj 11 views 1 comment 0 points Most recent by Coach Jon December 12
• 
  Fidelity HSA (with Intuit) stopped downloading transactions

  nrp06 19 views 4 comments 0 points Most recent by Coach Jon December 12
• 
  Wells Fargo again V3 > bank vs pending balance

  fcb 41 views 6 comments 0 points Most recent by fcb December 12
• 
  Empower 401K

  Beltifi 2.3K views 77 comments 5 points Most recent by johnnyjoesifer December 12
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  Citi Card Sync is Inaccurate

  JoshCampbell 23 views 2 comments 0 points Most recent by RobWilk December 11
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  Balance issues with Capital One

  RobWilk 135 views 19 comments 1 point Most recent by RobWilk December 11
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  Wrong URL for Ives Bank

  rdenove 22 views 7 comments 0 points Most recent by rdenove December 11
• 
  Valic/AIG Retirement connection dropping every month

  N4KHQ 9 views 1 comment 0 points Most recent by Coach Jon December 11
• 
  Security National Bank Iowa

  OmniProp 9 views 1 comment 1 point Most recent by Coach Jon December 11
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  Can't add U.S. Bancorp Investments Accounts due to FDP-105 error (edited)

  buttersh 179 views 18 comments 0 points Most recent by lovemango December 10
• 
  Dovenmuehle Mortgage is not working for 2 weeks now.

  FutureEye 32 views 4 comments 0 points Most recent by FutureEye December 9
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  Connection to Schools First FCU FDP-103 error (edited)

  J Himmel3 43 views 2 comments 0 points Most recent by Coach Jon December 9
• 
  Unable to add PNC Bank Investment Accounts (edited)

  aef 114 views 13 comments 1 point Most recent by Coach Natalie December 9
• 
  Connection Request: Wex Benefits

  Dave L 15 views 2 comments 2 points Most recent by Dave L December 7
• 
  Midland National Annuity FDP-108 error (edited)

  knphoenix16 100 views 13 comments 0 points Most recent by Coach Kristina December 7
• 
  Cleared transaction still shows pending in the tooltip and balance is off

  System 405 views 61 comments 0 points Most recent by EL1234 December 5
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  FDP-530 for Royal Bank of Canada Wealth Management

  rjlovari 14 views 1 comment 0 points Most recent by Coach Jon December 5