Online Banking

Discussion List

• 
  Cannot sync Venmo FDP-102

  Jrunner01 90 views 12 comments 3 points Most recent by KDC1996 11:13AMReport a Bug for Quicken Business & Personal
• 
  21

  Up
  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2.1K views 90 comments 21 points Most recent by Mihail 5:55AMReport Missing Financial Institution
• 
  Huntington FDP-105

  botjnilt 40 views 4 comments 0 points Most recent by botjnilt 4:00AMAdding and Updating Accounts
• 
  Freedom Mortgage now Works but Account Balance is Positive

  Answered BlurrVT 19 views 3 comments 0 points Most recent by superman4492 1:03AMTroubleshooting
• 
  Unable to connect to Elevations (edited)

  freirich 23 views 2 comments 0 points Most recent by laurenshizuko January 11Adding and Updating Accounts
• 
  Optum FSA Account Transaction Activity does not align with what's shown on Simplifi

  jhst 22 views 3 comments 0 points Most recent by jhst January 11Adding and Updating Accounts
• 
  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 81 views 15 comments 0 points Most recent by Coach Kristina January 11Adding and Updating Accounts
• 
  Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

  Adeem Fenster 65 views 14 comments 1 point Most recent by Coach Kristina January 11Adding and Updating Accounts
• 
  EQ Bank - Error FDP-187

  donnajean 28 views 3 comments 0 points Most recent by donnajean January 11Adding and Updating Accounts
• 
  Honda Financial Services hitting FDP 105 Error when trying to login

  gkonidal 40 views 3 comments 1 point Most recent by Eran Young January 11Adding and Updating Accounts
• 
  Unable to add Synchrony Store Cards to Simplifi

  cyberstackn 265 views 28 comments 1 point Most recent by bo123 January 10Adding and Updating Accounts
• 
  Data not refreshing for Citi Bank

  vipsclt 15 views 3 comments 0 points Most recent by vipsclt January 10Adding and Updating Accounts
• 
  Unable to add Movement Mortgage (FDP-155)

  vipsclt 12 views 4 comments 1 point Most recent by vipsclt January 10Adding and Updating Accounts
• 
  Unable to add Ohio Advantage 529 -FDP-103

  vipsclt 8 views 2 comments 0 points Most recent by vipsclt January 10Adding and Updating Accounts
• 
  Alerus Still Getting FDP-103

  BlurrVT 4 views 1 comment 0 points Most recent by Coach Kristina January 10Troubleshooting
• 
  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  subiemat 48 views 12 comments 0 points Most recent by subiemat January 10Adding and Updating Accounts
• 
  Thrivent Financial error code FDP-101

  mglam2304 46 views 8 comments 0 points Most recent by mglam2304 January 10Adding and Updating Accounts
• 
  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  TaWa 19 views 4 comments 0 points Most recent by Coach Jon January 10Adding and Updating Accounts
• 
  11

  Up
  Add support for Investor360

  Active Ken M 520 views 33 comments 11 points Most recent by Tabbykat 403 January 9Report Missing Financial Institution
• 
  Alerus is still not fixed. (FDP-103)

  subiemat 95 views 12 comments 0 points Most recent by subiemat January 9Adding and Updating Accounts
• 
  Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

  Frazzle Dazzle 58 views 12 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
• 
  UAS Connect Account connecting but showing $0 balance

  mscemcee 46 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
• 
  MasterPlan Retirement Planning - request-body-field error/ FDP-101 (edited)

  Likeak 130 views 18 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
• 
  Missing Alight Solutions - Siemen - Couldn't connect to your institution error (edited)

  drosen1999 88 views 18 comments 0 points Most recent by drosen1999 January 8Adding and Updating Accounts
• 
  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ N4KHQ 45 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
• 
  Firstbank of Colorado FDP-101/FDP-109/FDP-102 error (edited)

  JCMoritz 194 views 25 comments 0 points Most recent by JCMoritz January 8Adding and Updating Accounts
• 
  US Bank Credit Cards with Zero Balance

  nrp06 7 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Apple Cash account balance incorrect on Iphone after latest update

  Pmrussell892 632 views 65 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Some Amex accounts are not being discovered

  System 384 views 34 comments 1 point Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  16

  Up
  Osaic and Equipt

  Active jimsug 224 views 25 comments 16 points Most recent by Matty_A January 8Report Missing Financial Institution