Discussion List

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  [ONGOING] 10/02/24: Reminders carousel is missing or blank in the Transaction View

  Coach Jon 231 views 1 comment 0 points Most recent by Coach Jon October 2024Known Product Issues
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  [ONGOING] 9/27/24: Merrill Edge & Merrill Lynch returning a 105 error

  Coach Natalie 4.9K views 3 comments -21 points Most recent by Coach Natalie October 2024Current Online Banking Issues
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  [ONGOING] 09/10/24: Checking Accounts Connected via Finicity Displayed as Brokerage Accounts

  Coach Jon 323 views 1 comment 3 points Most recent by Coach Jon September 2024Current Online Banking Issues
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  [ONGOING] 8/28/24: Mutual of America returns a 106 error

  Coach Natalie 166 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/28/24: Charles Schwab - Missing Equity Awards Account

  Coach Natalie 575 views 1 comment 1 point Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/26/24: TD Bank returns a 181 error

  Coach Natalie 380 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/23/24: Missing Accounts with PayPal Credit, MasterCard and Crypto

  Coach Natalie 748 views 1 comment 6 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 07/16/24: Public returns a 105 error

  Coach Jon 41 views 1 comment 1 point Most recent by Coach Jon July 2024Current Online Banking Issues
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  [ONGOING] 7/15/24: Longleaf Partners returns a 5209 error

  Coach Natalie 21 views 1 comment 0 points Most recent by Coach Natalie July 2024Current Online Banking Issues
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  [ONGOING] 7/15/24: AXA Enterprise Funds - 401k returns a 102 error

  Coach Natalie 21 views 1 comment 0 points Most recent by Coach Natalie July 2024Current Online Banking Issues
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  [ONGOING] 7/1/24: Axos Bank returns a 103 error

  Coach Natalie 1.2K views 1 comment 5 points Most recent by Coach Natalie July 2024Current Online Banking Issues
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  [ONGOING] 1/9/24: Carta (eShares) returns a 105 error

  Coach Natalie 350 views 5 comments 2 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 8/23/23: Missing transactions with Discover Bank

  Coach Natalie 1.2K views 9 comments 2 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 3/14/24: MasterPlan - Retirement Planning $0 Balance When Adding Investment Accounts

  Coach Natalie 192 views 3 comments 0 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 5/8/24: Midwest Loan Services Inc returns a 101 error

  Coach Natalie 104 views 1 comment 1 point Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 8/3/23: Missing credit card transactions with Randolph-Brooks FCU

  Coach Natalie 205 views 10 comments 0 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 9/6/23: Venmo returns a 103 error

  Coach Natalie 4.1K views 9 comments 10 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 182 views 2 comments 0 points Most recent by Coach Natalie May 2024Known Product Issues
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  [ONGOING] 3/27/24: Changes to Recurring Series Exclusions not being reflected in the Spending Plan

  Coach Natalie 743 views 2 comments 3 points Most recent by Coach Natalie May 2024Known Product Issues