Accounts

Discussion List

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  Not all fidelity accounts are able to be connected

  Closed CZC 47 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 187 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 2025Feature Requests
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  Manual Vehicle asset value changed to negative value

  Closed MikeZ 92 views 7 comments 0 points Most recent by MikeZ October 2025Adding and Updating Accounts
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  "You have already added all your accounts" message with Amex

  Closed System 127 views 17 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  Empower cash accounts show a $0 balance (edited)

  Closed joda2021 358 views 23 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 2.7K views 33 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
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  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 1.5K views 53 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 103 views 3 comments 0 points Most recent by RobWilk October 2025Getting Started
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 102 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  5

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 65 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 135 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 121 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 105 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Incorrect balance in manual account

  Closed ejs 214 views 17 comments 0 points Most recent by DryHeat October 2025Adding and Updating Accounts
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 42 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  Manual Account Balance doesn’t add up with transaction

  Closed everydave 186 views 10 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
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  Missing Cenlar FSB Mortgage Accounts (edited)

  Closed MattyBEsq 229 views 3 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Chase Bank: Child account no longer syncing

  Closed zmaniacz 634 views 33 comments 1 point Most recent by zmaniacz October 2025Adding and Updating Accounts
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  Deleted Savings Goals do not release funds in Accounts List (edited)

  Closed RiversideKid 104 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 451 views 25 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 168 views 12 comments 1 point Most recent by jtb36 September 2025Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 148 views 15 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 11 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 217 views 3 comments 0 points Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 347 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 88 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
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  Setting up fund accounts

  Answered ✓ Closed Julie V 53 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 25 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts