Discussion List

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  FDP-530 error with SEI Client Connect (edited)

  CincyJ 124 views 24 comments 1 point Most recent by Coach Jon 5:41PMAdding and Updating Accounts
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  Add Samsung Financing (TD bank)

  Active RobWilk 540 views 19 comments 13 points Most recent by Coach Natalie 5:21PMReport Missing Financial Institution
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  Target Circle Card unable to add accounts

  jtscanlon 501 views 22 comments 1 point Most recent by TiggerTrainer 4:50PMAdding and Updating Accounts
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  NWPS FDP-103 Error

  __static 10 views 1 comment 0 points Most recent by Coach Jon 3:33PMAdding and Updating Accounts
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  M1 Finance Not showing Money Market account when Syncing

  gms 326 views 24 comments 1 point Most recent by Nick Waffleson 2:43PMAdding and Updating Accounts
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  Champions First Credit Union

  smaritz21 7 views 1 comment 1 point Most recent by Coach Natalie 2:04PMAdding and Updating Accounts
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  BECU Connection Issues FDP-163 Error (edited)

  btzielinski 31 views 5 comments 0 points Most recent by Coach Natalie 2:02PMGeneral Troubleshooting
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  Navient to Mohela

  aixajamie2025 10 views 1 comment 0 points Most recent by aixajamie2025 2:00PMAdding and Updating Accounts
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  14

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  Please Add Shellpoint Mortgage

  Active Robin 318 views 18 comments 14 points Most recent by smaritz21 11:37AMReport Missing Financial Institution
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  WA 529 Accounts (edited)

  Active eaczon 5 views 0 comments 1 point Started by eaczon March 26 Report Missing Financial Institution
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  111

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  Northwestern Mutual Life Insurance

  In Review todd1 3.1K views 76 comments 111 points Most recent by eaczon March 26Report Missing Financial Institution
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  Merrill Lynch: Data connection not seeing 2 of my accounts.

  MishaM 13 views 1 comment 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Connection error - Manulife Bank of Canada - FDP-101 (edited)

  Niffer8 120 views 22 comments 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  [RESOLVED] 02/24/25: Prosper Marketplace - $0 dollar balance

  Closed Coach Jon 24 views 2 comments 0 points Most recent by Coach Natalie March 26Current Online Banking Issues
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  [ONGOING] 3/12/25: X1 Card returns a 187 error

  Coach Natalie 17 views 1 comment 0 points Most recent by Coach Natalie March 26Current Online Banking Issues
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  Add support for Investor360

  Active Ken M 77 views 10 comments 4 points Most recent by donmcw March 26Report Missing Financial Institution
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  [ONGOING] 03/11/25: HealthEquity returning 102/FI_TIMEOUT

  Coach Jon 55 views 1 comment 0 points Most recent by Coach Jon March 25Current Online Banking Issues
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  Elan Financial Services

  KB2014 11 views 1 comment 0 points Most recent by Coach Jon March 24Adding and Updating Accounts
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  Human Interest connection doesn't work with 2FA (but does without)

  clintval 183 views 31 comments 0 points Most recent by Coach Natalie March 24Adding and Updating Accounts
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  MFA not working for Atlantic Union bank since the bank made website changes a month ago

  Russlb 12 views 1 comment 0 points Most recent by Coach Jon March 24Adding and Updating Accounts
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 1.9K views 84 comments 21 points Most recent by cfricker March 24Report Missing Financial Institution
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  FDP-102 error with Midflorida Credit Union (edited)

  RONDO 12 views 2 comments 0 points Most recent by Coach Jon March 24Adding and Updating Accounts
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  HSA Bank Investment Account Not Showing Up To Add

  timwmson 439 views 47 comments 0 points Most recent by Coach Jon March 24Adding and Updating Accounts
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  Ability to schedule account updates: Share your feedback here!

  Closed Coach Natalie 546 views 47 comments 1 point Most recent by Coach Natalie March 24Feedback
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  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 5 views 0 comments 1 point Started by tagtyoureit March 23 Report Missing Financial Institution
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  Stifel Incorrect Balance/Holdings Issue (edited)

  fredct 62 views 11 comments 0 points Most recent by Coach Kristina March 23Adding and Updating Accounts
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  PENFED Accounts Not Refreshing

  The Mrs 7 views 1 comment 1 point Most recent by Coach Kristina March 23Adding and Updating Accounts
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  We are unable to connect to NorthWestern Mutual Insurance at this time. Care Code: 170

  System 32 views 4 comments 0 points Most recent by Coach Kristina March 23Adding and Updating Accounts
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  FDP-185 SEI Client Connect not sending MFA OTP

  davidcwalls 17 views 2 comments 0 points Most recent by Coach Kristina March 22Adding and Updating Accounts
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  Account Reset Error with Vanguard (edited)

  GTMissileMan 462 views 29 comments 3 points Most recent by mwoolley March 22Adding and Updating Accounts