Accounts

Discussion List

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  Add UMB Financial Card Services

  Closed gmac 2 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts
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  Manual Coign Visa Account out of balance

  Closed SRC54 15 views 2 comments 0 points Most recent by SRC54 August 2024Adding and Updating Accounts
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  Transferred From Mint

  Closed Marissa 43 views 3 comments 0 points Most recent by UrsulaA August 2024Feedback
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  Carta/eShares - FDP-105 (edited)

  Closed Arlo 73 views 1 comment 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  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
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  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
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 73 views 0 comments 0 points Most recent by KB2014 July 2024Investments
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  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 318 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts
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  Merged: Please add pension as an account type

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

  Closed nrp06 43 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  American Express Credit Cards can't connect, no option for American Express (Finicity)

  Closed System 657 views 12 comments 0 points Most recent by Mercs July 2024Adding and Updating Accounts
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  Wells Fargo not connecting

  Closed Max1223 107 views 9 comments 0 points Most recent by Max1223 July 2024Adding and Updating Accounts
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  Merged: Unable to add Paypal Credit accounts

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

  Closed JG888 135 views 5 comments 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts
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  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
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  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 363 views 18 comments 0 points Most recent by Dave L July 2024Managing Your Transactions
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  Why is iPhone app showing incorrect balances and Web app correct.

  Closed N4KHQ 31 views 2 comments 0 points Most recent by N4KHQ July 2024Feedback
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  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
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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 23 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback
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  Incorrect manual account balance after deleting Savings Goal

  Closed System 22 views 3 comments 0 points Most recent by Robinthemike July 2024Troubleshooting
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  Troubleshooting Balance Discrepency

  Closed lkstaack 22 views 3 comments 0 points Most recent by Coach Natalie July 2024Troubleshooting
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  Unable to connect to Fort Financial Credit Union due to FDP-155 error (edited)

  Closed RainBoy301 91 views 7 comments 0 points Most recent by RainBoy301 July 2024Adding and Updating Accounts
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  Merged: Optum Financial FDP-106 Connection failing

  LakGoy 11 views 0 comments 0 points Most recent by LakGoy July 2024Adding and Updating Accounts