Online Banking

Discussion List

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  JP Morgan Vestwell

  Active Ditch 24 views 0 comments 3 points Started by Ditch May 21 Report Missing Financial Institution or Biller
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  12
  Add Live Oak Bank (edited)

  Completed Closed ksenter 528 views 21 comments 12 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
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  Robinhood - Savings accounts don't show up (edited)

  Closed simplira 413 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  ONGOING 5/21/25: UBS returns FDP-103 error

  Coach Jon 496 views 3 comments 1 point Most recent by Coach Jon May 21Current Online Banking Issues
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  Workaround for Current Bank of America FDP-105 error (edited)

  Closed tabram83 49 views 1 comment 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  Raymond James - FDP-101/FDP-102/FDP-155 (edited)

  Closed virshu 1.6K views 55 comments 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  ONGOING 5/20/26: Barclays - Duplicate Transactions

  Coach Natalie 304 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  Computershare FDP-102 (edited)

  Closed pjholland 67 views 5 comments 1 point Most recent by Coach Jon May 19Adding and Updating Accounts
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 59 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  E Trade connection started failing 2 days ago. FDP-102

  Closed mwatson 498 views 17 comments 0 points Most recent by gfestian May 19Adding and Updating Accounts
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  4

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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 50 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 123 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 45 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 1 view 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
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  Linking multiple Chase logins (edited)

  Closed JP Mich 28 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
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  1
  Add Coinbase One Card (Credit Card)

  odrocs 221 views 13 comments 1 point Most recent by odrocs May 15Report Missing Financial Institution or Biller
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  Missing CD accounts with ETrade

  Closed kimjady 56 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  CCBank FDP-103 error

  Closed hawpy 61 views 4 comments 0 points Most recent by hawpy May 14Adding and Updating Accounts
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  Schools First FCU FDP-102 (edited)

  Closed StacyLusk 345 views 15 comments 0 points Most recent by StacyLusk May 14Troubleshooting
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  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 45 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts