Online Banking

Prudential Financial FDP-103 (edited)

ctanenbaum 97 views 15 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

Issue with Raymond James Financial Connection (FDP-185)

ctanenbaum 403 views 49 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

[ONGOING] 7/2/26: Robert W. Baird & Co. returning FDP-105 error

Coach Jon 174 views 1 comment 0 points Most recent by Coach Jon July 16Current Online Banking Issues

4

Add Ollo Credit Card

Active EllieBean 56 views 2 comments 4 points Most recent by EllieBean July 15Report Missing Financial Institution or Biller

[UPDATED] 7/15/26: Error when connecting to or reauthorizing all Intuit connections

Announcement Coach Natalie 224 views 1 comment 0 points Most recent by Coach Natalie July 15Current Online Banking Issues

Vanguard - can’t re-Auth / FDP-350

ps56k 25 views 2 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

mfinnegan 25 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

TIAA FDP-105

bhewey 16 views 1 comment 0 points Most recent by Coach Natalie July 15Adding and Updating Accounts

7

Need Petal Credit Card

In Review cconrado90 368 views 13 comments 7 points Most recent by shevwill July 15Report Missing Financial Institution or Biller

Freedom Mortgage Mastercard 170 error when connecting; balance went to 0

BudgetJunkie 50 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

HSA Bank - HSA Invest account is missing (edited)

The Merg 262 views 28 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

T. Rowe Price Retirement Accounts Missing Holdings

The Merg 261 views 26 comments 0 points Most recent by lwyman July 15Investments

[RESOLVED] 2/11/26: Chase - HTTP 400 error

Closed Coach Natalie 99 views 2 comments 0 points Most recent by Coach Natalie July 15Current Online Banking Issues

ETrade FDP-103/FDP-105 (edited)

neon45 257 views 22 comments 0 points Most recent by neon45 July 14Adding and Updating Accounts

401 invalid_client when trying to reconnect Partners Federal Credit Union

cruisencode 42 views 2 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts

NEW 7/14/26: Partners FCU returns code 401/"invalid_client"

Announcement Coach Jon 55 views 0 comments 0 points Started by Coach Jon July 14 Current Online Banking Issues

United Wholesale Mortgage account was moved to Bilt - "No accounts supported" message with Bilt

kevsty1990 18 views 1 comment 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts

Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

AJ Bryan 81 views 8 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts

[ONGOING] 6/30/26: Raymond James returning FDP-185 / MFA Failure

Coach Jon 100 views 1 comment 0 points Most recent by Coach Jon July 14Current Online Banking Issues

DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

JBB 98 views 7 comments 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts

Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

exabrial 38 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts

PENDING Transactions NOT clearing and then dropped from the register (edited)

fromawayme 38 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts

100

Add OneFinance/OnePay to Supported Banks (edited)

In Review docpurple1961 4.3K views 140 comments 100 points Most recent by Tabbykat 403 July 11Report Missing Financial Institution or Biller

I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

nganfield 224 views 25 comments 1 point Most recent by 2BTSquared July 11Adding and Updating Accounts

6

Onity Mortgage

Active Duke0486 431 views 25 comments 6 points Most recent by Adam14342 July 10Report Missing Financial Institution or Biller

Chase balance not correct

RetiredGuy 182 views 34 comments 0 points Most recent by EL1234 July 10Adding and Updating Accounts

Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

sgreenstonenj 354 views 52 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts

FDP-102 error with Blackhawk Bank & Trust

smsides08 24 views 1 comment 0 points Most recent by Coach Natalie July 10Adding and Updating Accounts

Unable to Add First Command Account (FDP-106)

craguirre 64 views 5 comments 0 points Most recent by Coach Natalie July 9Adding and Updating Accounts

Update on Raymond James connectivity (edited)

D-Rock 23 views 1 comment 0 points Most recent by Coach Jon July 9Adding and Updating Accounts

Online Banking

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