Online Banking

Discussion List

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  Alerus is still not fixed. (FDP-103)

  subiemat 126 views 14 comments 0 points Most recent by subiemat 2:01PMAdding and Updating Accounts
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  OTP text typo on mobile (edited)

  rjg5060 22 views 5 comments 0 points Most recent by Coach Jon February 6Report a Bug
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  Cetera and AdviceWorks

  Active bwinchester 449 views 21 comments 12 points Most recent by ckochosky February 6Report Missing Financial Institution
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  Kraken not tracking stocks holding correctly

  tjipz 42 views 4 comments 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  CarMax Auto Finance FDP-108

  joat 23 views 5 comments 0 points Most recent by Coach Natalie February 6Adding and Updating Accounts
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  Empower disconnected - Care Code: FDP-6000

  nrp06 337 views 23 comments 1 point Most recent by Coach Natalie February 6Adding and Updating Accounts
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 8 views 0 comments 1 point Started by Bob2763 February 5 Feature Requests
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  TaWa 81 views 22 comments 0 points Most recent by TaWa February 5Adding and Updating Accounts
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 2.9K views 108 comments 85 points Most recent by TMac04 February 5Report Missing Financial Institution
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  Incorrect balance with one of my CU accounts (edited)

  hewendataway 19 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

  Adeem Fenster 99 views 18 comments 1 point Most recent by Coach Jon February 5Adding and Updating Accounts
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  Payee names not updated once transactions are downloaded into Simplifi

  PatLamb99 25 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Unable to add Synchrony Store Cards to Simplifi

  cyberstackn 519 views 35 comments 1 point Most recent by jraymer917 February 5Adding and Updating Accounts
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  [ONGOING] 1/21/26: GM Financial Auto Loan returns FDP-106

  Coach Jon 63 views 1 comment 1 point Most recent by Coach Jon February 5Current Online Banking Issues
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  System 8 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  freirich 45 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  sdmoore59 11 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  ronshapiro 29 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  NEW 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Announcement Coach Jon 47 views 0 comments 1 point Started by Coach Jon February 4 Current Online Banking Issues
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 19 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)

  jhst 57 views 10 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  [RESOLVED] 12/15/25: New York State Deferred Compensation returns an FDP-102 error

  Closed Coach Natalie 59 views 2 comments 0 points Most recent by Coach Jon February 4Current Online Banking Issues
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  American Education Services - Care Code: FDP-530

  atantillo 3 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 3 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution
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  Need an update on Vanguard (edited)

  Jeff C 35 views 2 comments 0 points Most recent by Jeff C February 3Adding and Updating Accounts
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  Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

  mm18 73 views 15 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  NEW 2/3/26: NY’s 529 College Savings Program returns an FDP-102 error

  Announcement Coach Natalie 15 views 0 comments 0 points Started by Coach Natalie February 3 Current Online Banking Issues
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  Can't add Pen Fed HELOC account (edited)

  theoracle39 14 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  cyberstackn 36 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Riding Rob 13 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts