Online Banking

Discussion List

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  OceanFirst Bank -- transactions not syncing

  Closed ejs 21 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

  Coach Jon 778 views 3 comments 5 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.8K views 3 comments 9 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.3K views 98 comments 52 points Most recent by Robcos November 2025Report Missing Financial Institution
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  Ally Bank Connection FDP-103 (edited)

  Closed ScottD 23 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Amex HYS $0 Balance (edited)

  Closed quickdave 106 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 186 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 366 views 8 comments 15 points Most recent by DryHeat November 2025Feature Requests
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 11 views 0 comments 1 point Started by jmyers98 November 2025 Report Missing Financial Institution
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  Navy FCU : FDP-105

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  TD Canada Trust connection issue

  Closed System 21 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 63 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Second United Wholesale Mortgage URL

  In Review monroe 1K views 24 comments 9 points Most recent by blazyt November 2025Report Missing Financial Institution
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  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 152 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
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  Gemini account not linking credit card

  Closed GF-2025 931 views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 427 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 66 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Kades Margolis

  Active Jason Csanyi 1 view 0 comments 1 point Started by Jason Csanyi November 2025 Report Missing Financial Institution
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  11000 error when adding New American Funding (edited)

  Westwise 133 views 13 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Idaho College Savings - error 170 (edited)

  Kchingon 172 views 20 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 11 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 345 views 13 comments 16 points Most recent by ryanflemington November 2025Report Missing Financial Institution
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  CTFS - Canadian Tire Financial Services

  Active Alexmalta 1.1K views 24 comments 14 points Most recent by ryanflemington November 2025Report Missing Financial Institution
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  New Synchrony Login 11/3/2025

  Closed Antoun 38 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 44 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Human Interest connection doesn't work with 2FA (but does without)

  clintval 442 views 36 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 325 views 20 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts