Online Banking

Discussion List

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  Add Investor 360

  Closed mikewest 33 views 2 comments 0 points Most recent by mikewest February 10Adding and Updating Accounts
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  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 212 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  Milliman Benefits Not Connecting - FDP-101 (edited)

  Closed lodenic 72 views 7 comments 0 points Most recent by lodenic February 9Adding and Updating Accounts
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  Error FDP-7500 FirstBank

  Closed Acleo 11 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 21 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Human Interest 401k

  Closed Phtrump 31 views 3 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

  Closed Frazzle Dazzle 143 views 17 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Alliance Benefit Group FDP-103 error

  Closed System 2 views 4 comments 0 points Most recent by Coach Natalie February 9Adding and Updating Accounts
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  Importing History

  Answered ✓ Closed lynchbro 63 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 21 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  0

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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 54 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  3

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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 32 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  No PayPal transactions have downloaded since October

  Closed System 32 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 11 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 21 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 34 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 11 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 183 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 62 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 21 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 31 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 21 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  American Education Services - Care Code: FDP-530

  Closed atantillo 21 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 11 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 11 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 75 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 21 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 238 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts