Online Banking

Discussion List

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  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  Closed alexthechoi 138 views 11 comments 2 points Most recent by rmarcus88 December 2025Adding and Updating Accounts
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  5

  Up
  Stifel Investments

  Active Manabikc 172 views 8 comments 5 points Most recent by Blink December 2025Report Missing Financial Institution
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  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 65 views 1 comment 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 94 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Closed Oogway 32 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 11 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  American Century Accounts Already Added

  Closed vollmas 103 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 23 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 404 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Robinhood - Savings accounts don't show up (edited)

  simplira 148 views 17 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  2
  Better Connection Stability

  Completed Closed HSC 283 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  T Rowe Price (FDP-105)

  Closed lwyman 23 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 25 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  FDP-192 Error with ComputerShare

  Closed lencoh82 163 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
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  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 82 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Connection to CIT bank is not working again

  Closed michaelfurman 50 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York State Deferred Compensation FDP-102 (edited)

  Closed bjohn 23 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/1/25: Multiple FIs - CP_Server_Error

  Coach Natalie 353 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Merged: FDP-103 errors with accounts serviced by Synchrony

  Closed System 11 views 0 comments 0 points Most recent by GhostlyPoncho December 2025Adding and Updating Accounts
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  Optum Bank Connection Error Message FDP-108

  Closed mpanky 34 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Integrate with FREC.COM

  Closed mpanky 12 views 1 comment 2 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  TIAA Connectivity Appears Down - FDP-105 (edited)

  Closed rkjones 176 views 9 comments 2 points Most recent by Quick40S December 2025Adding and Updating Accounts
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  Current Info re Account Authentication Protocols

  Closed turtle 110 views 10 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  3
  Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)

  In Progress khad 6.4K views 118 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  BNY Wealth FDP-105 Error

  Closed ben510 12 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  "This Bank is not available right now" message - TD Bank

  Closed System 33 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  HSBC Bank Account Not Updating (edited)

  Closed bradwww 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts