Online Banking

Discussion List

• 
  Frost Bank FDP-101

  Closed Marshall01 11 views 1 comment 0 points Most recent by Coach Natalie May 22Adding and Updating Accounts
• 
  Unable to connect to Wescom Financial (edited)

  Closed REO_Swedewagen 31 views 3 comments 1 point Most recent by Coach Natalie May 22Adding and Updating Accounts
• 
  Merged: Live Oak Bank FDP-103 error

  Closed System 1 view 0 comments 0 points Most recent by REO_Swedewagen May 22Adding and Updating Accounts
• 
  Citibank won’t connect FDP-105

  Closed SgtB 101 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts
• 
  3

  Up
  JP Morgan Vestwell

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

  Completed Closed ksenter 604 views 21 comments 12 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
• 
  Robinhood - Savings accounts don't show up (edited)

  Closed simplira 536 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
• 
  ONGOING 5/21/25: UBS returns FDP-103 error

  Coach Jon 534 views 3 comments 1 point Most recent by Coach Jon May 21Current Online Banking Issues
• 
  Workaround for Current Bank of America FDP-105 error (edited)

  Closed tabram83 61 views 1 comment 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
• 
  Raymond James - FDP-101/FDP-102/FDP-155 (edited)

  Closed virshu 1.7K views 55 comments 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
• 
  ONGOING 5/20/26: Barclays - Duplicate Transactions

  Coach Natalie 323 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
• 
  Computershare FDP-102 (edited)

  Closed pjholland 81 views 5 comments 1 point Most recent by Coach Jon May 19Adding and Updating Accounts
• 
  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 51 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
• 
  E Trade connection started failing 2 days ago. FDP-102

  Closed mwatson 565 views 17 comments 0 points Most recent by gfestian May 19Adding and Updating Accounts
• 
  4

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

  Active DryHeat 61 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
• 
  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 122 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
• 
  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 41 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
• 
  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
• 
  Linking multiple Chase logins (edited)

  Closed JP Mich 41 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
• 
  1
  Add Coinbase One Card (Credit Card)

  Completed odrocs 263 views 13 comments 1 point Most recent by odrocs May 15Report Missing Financial Institution or Biller