Discussion List

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  1
  Modify [the community] to have a dedicated section for connection issues

  Already Offered DryHeat 23 views 6 comments 1 point Most recent by DryHeat 5:28PMFeature Requests
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  FDP-101 error with SEI Client Connect (edited)

  CincyJ 210 views 34 comments 1 point Most recent by Coach Jon 5:02PMAdding and Updating Accounts
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  Retail Citi Card (Best Buy) not working after changes.

  KronisMurphy 27 views 5 comments 0 points Most recent by Coach Jon 4:51PMAdding and Updating Accounts
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  Osaic and Equipt

  Active jimsug 68 views 15 comments 4 points Most recent by Coach Jon 4:45PMReport Missing Financial Institution
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  Simplifi won't add all Fidelity accounts.

  Mortimer Duke 14 views 1 comment 0 points Most recent by Coach Jon 4:30PMAdding and Updating Accounts
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  [RESOLVED] 3/20/25: Target Red Card - "You have already added all your accounts at this bank"

  Closed Coach Natalie 2.1K views 2 comments 13 points Most recent by Coach Jon 4:18PMCurrent Online Banking Issues
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 216 views 21 comments 1 point Most recent by Coach Natalie 3:51PMAdding and Updating Accounts
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  NEW 04/08/25: PNC Bank - Unable to add Investment and IRA accounts

  Announcement Coach Jon 4 views 0 comments 0 points Started by Coach Jon 3:47PM Current Online Banking Issues
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  davidcwalls 130 views 26 comments 0 points Most recent by Coach Natalie 3:46PMAdding and Updating Accounts
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  NEW 04/08/25: SEI Client Connect returning a $0 balance in the Accounts List

  Announcement Coach Jon 10 views 0 comments 0 points Started by Coach Jon 3:36PM Current Online Banking Issues
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  Vanguard connections resetting everyday

  Elvin 58 views 5 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  Merged: Vanguard - Re-authorization FDP-350

  Closed ps56k 8 views 0 comments 0 points Started by ps56k April 7 Adding and Updating Accounts
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  FourLeaf: Balance (with Pending) is not right

  RobWilk 19 views 4 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  1st United Services Credit Union not available (edited)

  Active 1Grumpy Man 8 views 1 comment 1 point Most recent by Coach Jon April 7Report Missing Financial Institution
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  NEW 4/7/25: Merrill Lynch - CP_Script_error

  Announcement Coach Natalie 13 views 0 comments -1 point Started by Coach Natalie April 7 Current Online Banking Issues
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  Coinbase API keys not working

  fastman2 72 views 9 comments 0 points Most recent by Snipes April 7Adding and Updating Accounts
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  SentinelGroup dependent care reimbursement account - FDP-103 error (edited)

  Vulpes 49 views 12 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  Connection error - Manulife Bank of Canada - FDP-101 (edited)

  Niffer8 151 views 27 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  Varo Banking

  In Review bcolvin770 470 views 18 comments 15 points Most recent by RobWilk April 7Report Missing Financial Institution
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  How are we supposed to add a spouses accounts to Quicken - in particular an Apple Card?

  Answered Edmondg1 14 views 1 comment 0 points Most recent by Coach Kristina April 6Feedback
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  Unable to Connect to Barclays Bank Delaware

  Mortimer Duke 25 views 2 comments 0 points Most recent by PeteABC123 April 6Adding and Updating Accounts
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  John Hancock 529

  Slater007 6 views 1 comment 0 points Most recent by Coach Kristina April 5Adding and Updating Accounts
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  Baselane Banking

  Active zoperkin 140 views 7 comments 5 points Most recent by Mitts April 5Report Missing Financial Institution
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  Add Fremont Bank for more than just mortgages

  C15H_ 8 views 1 comment 1 point Most recent by Coach Kristina April 5Adding and Updating Accounts
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  Charles Schwab downloaded creating many $0 transactions

  PhilS 258 views 14 comments 0 points Most recent by BrandonG April 5Adding and Updating Accounts
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  SEI invest - Access My Portfolio

  Active eskay311 124 views 4 comments 5 points Most recent by Slater007 April 5Report Missing Financial Institution
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  Merged: Coinbase Update

  Closed Snipes 4 views 0 comments 0 points Started by Snipes April 4 Adding and Updating Accounts
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  First US Bank (Alabama) is downloading incorrect current balance

  SRC54 45 views 11 comments 0 points Most recent by SRC54 April 4Adding and Updating Accounts
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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 31 views 5 comments 1 point Most recent by Coach Jon April 4Feature Requests
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-101)

  Answered MandM 13 views 3 comments 0 points Most recent by Coach Jon April 4Adding and Updating Accounts