Online Banking

Discussion List

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  Stuck in a duplicate account loop - deleting won't fix it because the name is corrupted at the bank

  Answered Sunshine26 7 views 1 comment 0 points Most recent by Coach Kristina 9:18PMGeneral Troubleshooting
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 198 views 18 comments 1 point Most recent by Coach Kristina 8:14PMAdding and Updating Accounts
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  HealthEquity Account FDP-108

  Answered Simplify1User 13 views 1 comment 0 points Most recent by Coach Kristina 6:53PMAdding and Updating Accounts
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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  The Merg 734 views 61 comments 1 point Most recent by The Merg August 29Adding and Updating Accounts
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  Marcus by Goldman Sachs -- Still not available even with Plaid connection

  esurratt 103 views 8 comments 0 points Most recent by Coach Kristina August 29Adding and Updating Accounts
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  Bank of America Constantly Disconnecting

  sjc314 15 views 1 comment 0 points Most recent by Coach Kristina August 29Troubleshooting
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  Paypal Credit MasterCard Not Syncing/Adding (edited)

  Jrunner01 173 views 16 comments 0 points Most recent by jpbaytown August 29Adding and Updating Accounts
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  NEW 8/28/26: Victory Capital returns an FDP-176 error

  Announcement Coach Natalie 33 views 0 comments 0 points Started by Coach Natalie August 28 Current Online Banking Issues
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  "All accounts up to date" message with Chase, but no accounts are added

  System 34 views 2 comments 0 points Most recent by Coach Aldair August 28Adding and Updating Accounts
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  UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable

  Announcement Coach Natalie 466 views 1 comment 0 points Most recent by Coach Natalie August 28Current Online Banking Issues
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  Baselane Banking

  Active zoperkin 303 views 12 comments 9 points Most recent by juaker August 28Report Missing Financial Institution or Biller
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  Community America Credit Union FDP-103

  chiphum 202 views 17 comments 0 points Most recent by chiphum August 28Adding and Updating Accounts
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  Fidelity connection has not updated in 4 days (Care: 2505)

  disc2120 74 views 4 comments 0 points Most recent by DGonz August 27Adding and Updating Accounts
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  add X Money integration

  Steve618 92 views 6 comments 2 points Most recent by Coach Natalie August 27Report Missing Financial Institution or Biller
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  UPDATED 8/27/26: Bank of America - Health Accounts returns an FDP-192 error

  Announcement Coach Natalie 77 views 1 comment 0 points Most recent by Coach Natalie August 27Current Online Banking Issues
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  Support for CoinMarketCap portfolios

  Active dsa157 11 views 0 comments 1 point Started by dsa157 August 27 Report Missing Financial Institution or Biller
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  I have not been able to connect my American Funds IRA account for over 6 weeks - FDP-103 (edited)

  kimjady 38 views 2 comments 0 points Most recent by kimjady August 26Adding and Updating Accounts
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  Indigo Mastercard FDP-102 (edited)

  RobWilk 29 views 2 comments 1 point Most recent by RobWilk August 26Adding and Updating Accounts
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  Empower Accounts - Not finding my 3 IRA's or HYS (edited)

  joda2021 43 views 6 comments 0 points Most recent by Coach Natalie August 26Adding and Updating Accounts
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  ONGOING 8/26/26: Apple Savings - Inverse Balance

  Coach Natalie 319 views 2 comments 0 points Most recent by Coach Natalie August 26Current Online Banking Issues
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  BMO Bank of Montreal returns FDP-102 error (edited)

  awfulhak 81 views 8 comments 0 points Most recent by Coach Natalie August 26Adding and Updating Accounts
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  Add my.vanguardplan.com

  sgreenstonenj 51 views 11 comments 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts
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  More Banks added to sync, like PC Financial and MBNA (edited)

  Bjnorthup98 21 views 1 comment 1 point Most recent by Coach Natalie August 25Adding and Updating Accounts
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  Verizon Visa Card and Robinhood - Error icon and no transactions (edited)

  Vijay V 19 views 1 comment 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 135 views 13 comments 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts
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  Regarding the inability to get the correct information for cost basis in Fidelity Accounts

  Robert345678 28 views 2 comments 0 points Most recent by Robert345678 August 25Feedback
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  Valon mortgage error 170 (edited)

  M.B. 24 views 1 comment 0 points Most recent by Coach Natalie August 24Adding and Updating Accounts
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  Please add FNB of Milaca

  Active Laurieonmll 41 views 2 comments 2 points Most recent by Coach Natalie August 24Report Missing Financial Institution or Biller
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  NEW 8/24/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors

  Announcement Coach Natalie 223 views 0 comments 0 points Started by Coach Natalie August 24 Current Online Banking Issues
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  RESOLVED 8/24/26: Partners FCU returns code 401/"invalid_client"

  Closed Coach Jon 236 views 2 comments 0 points Most recent by Coach Natalie August 24Current Online Banking Issues