Adding and Updating Accounts

Discussion List

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  Duplicate and Triplicate Investment Transactions

  Closed jtjones0304 74 views 3 comments 1 point Most recent by SRC54 February 19
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  Target RedCard Not Refreshing (Finicity)

  Closed cgarcia36 680 views 41 comments 0 points Most recent by Coach Natalie February 19
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  Line of Credit Charges and Payments Reversed

  Closed jdholland013 212 views 9 comments 0 points Most recent by Coach Natalie February 19
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  Morgan Stanley Stock Plan $0 balance (edited)

  Closed Odin700 535 views 9 comments 0 points Most recent by Coach Natalie February 19
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  FDP-103 error with Venmo

  Closed System 2.8K views 104 comments 4 points Most recent by Coach Kristina February 18
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  Error when adding State Bank of Southern Utah account

  Closed Lance Peterson 29 views 1 comment 0 points Most recent by Coach Kristina February 18
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  Wasn’t able to add husbands Mohela account (edited)

  Closed jaiv 53 views 1 comment 1 point Most recent by Coach Kristina February 18
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  Ford auto loan FDP-155 error (edited)

  Closed jaiv 55 views 1 comment 1 point Most recent by Coach Kristina February 18
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  Fidelity: 2 transactions become one?

  Closed michfromflorida 61 views 5 comments 0 points Most recent by UrsulaA February 18
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  Brokerage account balance not updating in the Balances tab or Accounts List

  Closed System 138 views 6 comments 0 points Most recent by Coach Kristina February 17
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  Unable to connect Macy's card FDP-106/105 error (edited)

  Closed Deihmos 311 views 9 comments 0 points Most recent by DannyB February 17
• 
  Guild Mortgage Connectivity Issues Remain

  Closed champion13 186 views 7 comments 1 point Most recent by Coach Natalie February 16
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  Merged: Nelnet FDP-155 error (edited)

  jaiv 11 views 0 comments 1 point Started by jaiv February 16
• 
  When will Nelnet Connection be resolved?

  Answered ✓ Closed basquegirl42 611 views 1 comment 0 points Most recent by Coach Natalie February 16
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  Credit Card Balances Incorrect in Accounts List

  Closed ajbopp 36 views 2 comments 0 points Most recent by ajbopp February 16
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  Fairway Mortgage not synching or connecting Care Code: to.100 (edited)

  Closed StaZac 56 views 1 comment 0 points Most recent by Coach Natalie February 15
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  Raytheon Benefits Center - FDP-3000 Error

  Closed kevangannon 202 views 28 comments 0 points Most recent by kevangannon February 15
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  Venmo Issue

  Closed swiederin 629 views 14 comments 0 points Most recent by B Davis February 15
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  Adding Putnam Investment Account Returns with error FDP-103

  Closed mattman6150 79 views 4 comments 0 points Most recent by Coach Natalie February 15
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  Bank of America not authorizing

  Closed Mishology 43 views 1 comment 0 points Most recent by Coach Natalie February 15
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  Can't connect my Bank Of America account

  Closed AGSaves 223 views 2 comments 0 points Most recent by AGSaves February 15
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  New bank account showing access by unknown device...

  Closed DavidLC 90 views 3 comments 0 points Most recent by RockLee February 15
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 237 views 18 comments 0 points Most recent by Coach Natalie February 14
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  trying to login to Raymond James returns a multi-authentication error

  Closed System 129 views 12 comments 0 points Most recent by Coach Natalie February 14
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  CollegeBoundSaver Rhode Island

  Closed Prestonian 50 views 1 comment 1 point Most recent by Coach Natalie February 14
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  Desjardins, CIBC (Canada), National Bank of Canada (+National Bank Independent Network)

  Closed Jota Efe 401 views 9 comments 3 points Most recent by Coach Kristina February 13
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  Raymond James - Client Access (edited)

  Closed DGay 176 views 6 comments 1 point Most recent by Coach Kristina February 13
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  Merged: Nelnet Connection Issue FDP-155

  nitz64 141 views 0 comments 1 point Started by nitz64 February 13
• 
  Unable to link live Oak Bank personal savings

  Closed memapoppi 47 views 3 comments 0 points Most recent by Coach Kristina February 12
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  FDP-101 Error Adding Evergreen Home Loans (edited)

  Closed mjhedrick 114 views 8 comments 0 points Most recent by Coach Natalie February 12