Accounts

Discussion List

• 
  How do I resovlve Care Code: request-body-field-unsupported with Wealthfront?

  Closed MtnCreed 314 views 1 comment 0 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
• 
  Account grouping not working correctly

  Closed DGM885 13 views 1 comment 0 points Most recent by Coach Natalie October 2023Troubleshooting
• 
  Merged: "Account Disconnected" via Fidelity

  RiversideKid 61 views 0 comments 0 points Started by RiversideKid October 2023 Adding and Updating Accounts
• 
  Elan - Fidelity Signature Rewards card returns FDP-105 error

  Closed pawebb 75 views 5 comments 2 points Most recent by Coach Natalie October 2023Feedback
• 
  2 logins with Capital One

  Answered ✓ Closed Northbar 342 views 1 comment 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts
• 
  Apple Card Statement Importing - Missing Transactions (edited)

  Closed Animosity022 244 views 21 comments 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts
• 
  Another running balance post

  Closed thatcpaguy808 26 views 1 comment 1 point Most recent by Coach Natalie October 2023Feedback
• 
  Accounts List Not Showing All Accounts on Dashboard (edited)

  Closed Havensd74 158 views 4 comments 0 points Most recent by Coach Natalie September 2023Using the Dashboard
• 
  Where did the hide accounts go

  Answered ✓ Closed rdenove 53 views 2 comments 0 points Most recent by Coach Blake September 2023Feedback
• 
  Pending transactions aren't being counted toward balance (edited)

  Closed pawebb 450 views 12 comments 0 points Most recent by pawebb September 2023Adding and Updating Accounts
• 
  10

  Up Down
  New Account Type: Gift Card

  Active EL1234 375 views 6 comments 10 points Most recent by kgpreet September 2023Feature Requests
• 
  Life Insurance Payout

  Answered ✓ Closed Flopbot 28 views 1 comment 0 points Most recent by DannyB September 2023Adding and Updating Accounts
• 
  New customization options for the Accounts List!

  Closed Coach Natalie 403 views 0 comments 4 points Started by Coach Natalie September 2023 Updates From the Product Team
• 
  4
  Hide $0.00 for Closed Accounts in Accounts List

  Obsolete Closed Flopbot 107 views 2 comments 4 points Most recent by Flopbot September 2023Feature Requests
• 
  When will net worth report be fixed to honor excluded accounts?

  Answered ✓ Closed DEA3 313 views 15 comments 0 points Most recent by SRC54 September 2023Using Reports
• 
  Merged: Ability to exclude accounts from the Net Worth Report (edited)

  DEA3 11 views 0 comments 1 point Started by DEA3 September 2023 Feature Requests
• 
  Link to existing account

  Answered ✓ Closed SanMarzano 79 views 1 comment 0 points Most recent by Coach Natalie September 2023Adding and Updating Accounts
• 
  1

  Up Down
  Add an indicator for accounts that are included in the Spending Plan (edited)

  Active pawebb 22 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
• 
  Two different login accounts at Chase - how to connect? (edited)

  Answered ✓ Closed JSage 3.1K views 2 comments 0 points Most recent by JSage August 2023Adding and Updating Accounts
• 
  Manual account balance view

  Answered ✓ Closed pawebb 60 views 4 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
• 
  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
• 
  Account balance issue - Pending transactions not counted

  Closed pawebb 67 views 2 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
• 
  FDP-3000 Error (multi-factor authentication is required) for Merrill Lynch (benefits.ml.com)

  Closed njset89 195 views 1 comment 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
• 
  12

  Up Down
  Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

  Active syrilmathai 178 views 14 comments 12 points Most recent by RobWilk August 2023Feature Requests
• 
  2
  Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

  Already Offered Closed pawebb 54 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
• 
  Unable to add penfed mortgage account (edited)

  Closed Melvin 192 views 4 comments 1 point Most recent by RobWilk August 2023Adding and Updating Accounts
• 
  5

  Up Down
  Collapse all previous months by default when viewing transactions on the Web App (edited)

  Active pawebb 56 views 0 comments 5 points Started by pawebb August 2023 Feature Requests