Accounts

Discussion List

• 
  Getting FDP-106 error when trying to add my UBS OneSource ACN account

  Closed rlevine122 73 views 5 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
• 
  New Feature Alert: Apple Wallet Integration!

  Closed Coach Natalie 2.8K views 1 comment 3 points Most recent by Coach Natalie August 2024Updates From the Product Team
• 
  UW Credit Union FDP-102 (edited)

  Closed Fred Volkman 257 views 17 comments 0 points Most recent by mr.fbrock August 2024Adding and Updating Accounts
• 
  Is there a way to see the individual spending for an alternate card? (edited)

  Closed ddbowers 23 views 4 comments 1 point Most recent by Coach Natalie August 2024Adding and Updating Accounts
• 
  Add Cash Option to Manual Accounts

  Closed Magarai 21 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts
• 
  Add UMB Financial Card Services

  Closed gmac 1 view 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts
• 
  Manual Coign Visa Account out of balance

  Closed SRC54 12 views 2 comments 0 points Most recent by SRC54 August 2024Adding and Updating Accounts
• 
  Transferred From Mint

  Closed Marissa 41 views 3 comments 0 points Most recent by UrsulaA August 2024Feedback
• 
  Carta/eShares - FDP-105 (edited)

  Closed Arlo 71 views 1 comment 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
• 
  AMEX High Yield Savings accounts not connecting (edited)

  Closed dereckmezquita 11.8K views 189 comments 0 points Most recent by Boydston August 2024Adding and Updating Accounts
• 
  11

  Up Down
  Ability to hide account balances in the Accounts List (edited)

  Active Tbone 194 views 9 comments 11 points Most recent by Stella July 2024Feature Requests
• 
  Merged: Ability to turn off the display of account balances in the Accounts List (edited)

  Stella 21 views 0 comments 2 points Most recent by Stella July 2024Feature Requests
• 
  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 74 views 0 comments 0 points Most recent by KB2014 July 2024Investments
• 
  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 307 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts
• 
  Merged: Please add pension as an account type

  Bartman682 1 view 0 comments 1 point Most recent by Bartman682 July 2024Feature Requests
• 
  Wells Fargo credit card showing zero balance

  Closed nrp06 41 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
• 
  American Express Credit Cards can't connect, no option for American Express (Finicity)

  Closed System 653 views 12 comments 0 points Most recent by Mercs July 2024Adding and Updating Accounts
• 
  Wells Fargo not connecting

  Closed Max1223 103 views 9 comments 0 points Most recent by Max1223 July 2024Adding and Updating Accounts
• 
  Merged: Unable to add Paypal Credit accounts

  System 11 views 0 comments 0 points Most recent by System July 2024Adding and Updating Accounts
• 
  Issues with Wells Fargo. Bilt card

  Closed JG888 131 views 5 comments 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts
• 
  PenFed Line of Credit Account Unavailable on Simplifi

  Closed djhadams 32 views 3 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
• 
  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 351 views 18 comments 0 points Most recent by Dave L July 2024Managing Your Transactions
• 
  Why is iPhone app showing incorrect balances and Web app correct.

  Closed N4KHQ 32 views 2 comments 0 points Most recent by N4KHQ July 2024Feedback
• 
  Adding a new Synchrony credit card when multiple cards already connect

  Closed Streamline17 495 views 1 comment 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts