Online Banking

Discussion List

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  56

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  Add OneFinance to Supported Banks

  In Review docpurple1961 1.6K views 66 comments 56 points Most recent by thatamy September 11Report Missing Financial Institution
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  6

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  Lively HSA

  In Review BTurner00 217 views 6 comments 6 points Most recent by WMG3 September 11Report Missing Financial Institution
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  Amazon (Synchrony) appears to be down (FDP-103)

  Closed RobWilk 28 views 2 comments 0 points Most recent by RobWilk September 11Adding and Updating Accounts
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  Pending Transactions at Citibank are counted twice in account balance?

  Closed AshleyP 28 views 1 comment 0 points Most recent by Coach Jon September 11Adding and Updating Accounts
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  [ONGOING] 8/28/24: Mutual of America returns a 106 error

  Coach Natalie 136 views 1 comment 0 points Most recent by Coach Natalie September 11Current Online Banking Issues
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  [ONGOING] 8/28/24: Charles Schwab - Missing Equity Awards Account

  Coach Natalie 432 views 1 comment 1 point Most recent by Coach Natalie September 11Current Online Banking Issues
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  Interactive Brokers LLC International Stocks Issue (edited)

  Closed james01 182 views 13 comments 1 point Most recent by Coach Natalie September 10Investments
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  [ONGOING] 08/27/24: Bank of Hawaii returns 102 error

  Coach Jon 335 views 1 comment 0 points Most recent by Coach Jon September 10Current Online Banking Issues
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  PNC Bank Account linking / updating failing

  Closed gdheisel 113 views 10 comments 1 point Most recent by JimRosebro September 10Adding and Updating Accounts
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  An Added Fidelity Account will not appear or import

  Closed stuarto 337 views 40 comments 0 points Most recent by Coach Jon September 9Adding and Updating Accounts
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  [ONGOING] 8/26/24: Citizens One Home Loan - Balance Mismatch

  Coach Natalie 43 views 1 comment 0 points Most recent by Coach Natalie September 9Current Online Banking Issues
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  [ONGOING] 8/26/24: TD Bank returns a 181 error

  Coach Natalie 296 views 1 comment 0 points Most recent by Coach Natalie September 9Current Online Banking Issues
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  [ONGOING] 8/23/24: Missing Accounts with PayPal Credit, MasterCard and Crypto

  Coach Natalie 538 views 1 comment 6 points Most recent by Coach Natalie September 9Current Online Banking Issues
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  A Tale of Two Checking Accounts

  Closed SRC54 27 views 2 comments 1 point Most recent by SRC54 September 6Adding and Updating Accounts
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  Error connecting to American Funds Retirement Planning Center (Care: FDP-155)

  Closed LyT 80 views 1 comment 0 points Most recent by Coach Natalie September 5Adding and Updating Accounts
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  2

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  Coign Credit Card Request

  Active SRC54 54 views 5 comments 2 points Most recent by SRC54 September 5Report Missing Financial Institution
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  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 80 views 5 comments 1 point Most recent by Coach Jon September 4Adding and Updating Accounts
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  8

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  Second United Wholesale Mortgage URL

  In Review monroe 807 views 22 comments 8 points Most recent by Maph2880 September 4Report Missing Financial Institution
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  Merged: Ally Bank

  djmccauley1958 20 views 0 comments 0 points Started by djmccauley1958 September 4 Adding and Updating Accounts
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  Santander Credit Card Showing Credit Available Instead of Balance

  Jeremy Young 278 views 57 comments 0 points Most recent by Jeremy Young September 4Adding and Updating Accounts
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 446 views 46 comments 0 points Most recent by RobWilk September 4Adding and Updating Accounts
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  American Century Investment Missing Accounts (edited)

  Closed Tony A 130 views 28 comments 0 points Most recent by vollmas September 3Adding and Updating Accounts
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  Morgan Stanley at Work

  Closed jk71 21 views 1 comment 0 points Most recent by Coach Jon September 3Adding and Updating Accounts
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  We are unable to connect to Teacher Retirement System of Texas at this time. Care Code: FDP-155

  Closed darren_woods 35 views 3 comments 0 points Most recent by Coach Jon September 3Adding and Updating Accounts
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 82 views 9 comments 0 points Most recent by everydave September 3Projected Cash Flow
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  Adding a new credit card to an existing bank account with other cards?

  Closed DavidB 52 views 6 comments 0 points Most recent by DavidB September 2Adding and Updating Accounts
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  Is there any update on AXOS bank fdp-103?

  Answered ✓ Closed Botkins196 42 views 1 comment 0 points Most recent by Coach Kristina September 1Adding and Updating Accounts
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  Add Great Northwest Federal Credit Union

  Closed Brjosh 13 views 1 comment 0 points Most recent by Coach Jon August 30Adding and Updating Accounts
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  Unable to connect to IRK American Funds Account

  Closed zeeshan 117 views 8 comments 1 point Most recent by Mr.Tee1985 August 29Adding and Updating Accounts