Adding and Updating Accounts

Discussion List

• 
  Wells Fargo credit card issue

  Closed Wellmore 143 views 6 comments 0 points Most recent by Wellmore April 22
• 
  Options for adding Fidelity accounts?

  Closed Pastel6165 474 views 5 comments 0 points Most recent by Coach Natalie April 22
• 
  All accounts not downloading

  Closed Mick 107 views 6 comments 0 points Most recent by Coach Jon April 22
• 
  Firstmark Services - Student Loans FDP-105 (edited)

  Closed blacklab787 433 views 17 comments 0 points Most recent by Coach Natalie April 22
• 
  Recommendations for a HYSA that plays nicely with Simplifi

  Answered ✓ Closed AndyWatson 40 views 1 comment 0 points Most recent by UrsulaA April 22
• 
  What are the chances of getting my bank listed?

  Closed Red Walker 26 views 3 comments 0 points Most recent by Coach Kristina April 21
• 
  Venmo asks for 2FA multiple times a day

  Closed rbw 492 views 5 comments 4 points Most recent by rbw April 20
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  "You have already added all your accounts at this bank." message with Loancare

  Closed System 102 views 9 comments 0 points Most recent by Apr627 April 20
• 
  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 134 views 9 comments 0 points Most recent by Coach Jon April 19
• 
  Unable to add "Employee Retirement Plan - Cash Balance" Vanguard account (edited)

  Closed Neubadger 101 views 5 comments 0 points Most recent by Coach Jon April 19
• 
  Account connect issue

  Closed ChrisOcean 60 views 1 comment 0 points Most recent by Coach Jon April 19
• 
  Connecting a Schwab 529 Account

  Closed esender 107 views 5 comments 0 points Most recent by Coach Jon April 18
• 
  Ally Mastercard not syncing transactions - balance only

  Closed Devlpr 111 views 4 comments 0 points Most recent by Coach Jon April 18
• 
  Citadel FCU error 108

  Closed Jmark 12 views 1 comment 0 points Most recent by Coach Jon April 18
• 
  Duplicate transactions with Alliant Visa (edited)

  Closed TheHikingViking 111 views 11 comments 0 points Most recent by Coach Natalie April 18
• 
  Rocket Mortgage (Quicken Loans) Stopped Updating FDP-103 error (edited)

  Closed JAXmultiplat 299 views 3 comments 0 points Most recent by Kevin M April 17
• 
  Unable to connect to Synchrony Bank credit cards

  Closed Vijay V 31 views 1 comment 0 points Most recent by Coach Jon April 16
• 
  Blue Federal Credit Union Error 105

  Closed wvorderberg 90 views 4 comments 0 points Most recent by Coach Natalie April 16
• 
  Merged: Blue Federal Credit Union (Blue FCU) won't connect, FDP-102 Error

  acon 11 views 0 comments 0 points Started by acon April 16
• 
  Edward Jones not updating - Care Code: FDP-187

  Closed kw1997 35 views 1 comment 0 points Most recent by Coach Natalie April 15
• 
  Can't add financing credit cards

  Closed Ragana5 27 views 1 comment 0 points Most recent by Coach Jon April 15
• 
  Missing Transactions from Edward Jones (edited)

  Closed Clark 545 views 57 comments 0 points Most recent by Coach Natalie April 15
• 
  Ally Bank FDP-103 error (edited)

  Closed iupab 243 views 3 comments 0 points Most recent by iupab April 15
• 
  How do I specify a balance for manual account? There is no field to enter the balance.

  Answered ✓ Closed Kark 172 views 5 comments 0 points Most recent by Kark April 14
• 
  FDP-105 Error with Merrill Edge (edited)

  Closed lwyman 2K views 28 comments 0 points Most recent by Coach Kristina April 14
• 
  Capital One Credit Card Payments not posting to Transactions

  Closed WilliamMaykel 54 views 1 comment 0 points Most recent by Coach Kristina April 13
• 
  Unable to connect to Congressional FCU (edited)

  Closed jsulzmann82 110 views 7 comments 2 points Most recent by SVance April 13
• 
  Firstrade, Care Code: FDP-106

  Closed tjipz 203 views 8 comments 0 points Most recent by today32 April 12
• 
  M1 Finance buy/sell stocks transactions are not showing

  Closed simplira 148 views 3 comments 1 point Most recent by Coach Natalie April 12
• 
  TIAA Brokerage still not updating for about 2 months

  Closed Zgh87&ds 271 views 17 comments 0 points Most recent by Zgh87&ds April 12