Online Banking

[ONGOING] 7/17/24: Coinbase returns an FDP-103, No Longer Offers Legacy API Keys

Coach Natalie 767 views 2 comments 2 points Most recent by Coach Natalie August 8Current Online Banking Issues

3

Please add Meridian Credit Union - Personal

Active simplifyman 74 views 4 comments 3 points Most recent by Jessnjuu August 8Report Missing Financial Institution

We would like progress updates on Apple Card (edited)

Answered ✓ Closed Kuhzah 9.9K views 236 comments 18 points Most recent by Coach Natalie August 7Feedback

12

Add Samsung Financing (TD bank)

Active RobWilk 488 views 13 comments 12 points Most recent by mthoman1 August 7Report Missing Financial Institution

Add UMB Financial Card Services

Closed gmac 10 views 1 comment 1 point Most recent by Coach Jon August 6Adding and Updating Accounts

Carta/eShares - FDP-105 (edited)

Closed Arlo 36 views 1 comment 0 points Most recent by Coach Jon August 5Adding and Updating Accounts

20

Use aggregator access link for GoldenState ScholarShare 529

Active Pieter 423 views 14 comments 20 points Most recent by HorriblyConfused August 5Report Missing Financial Institution

AMEX High Yield Savings accounts not connecting (edited)

Closed dereckmezquita 10K views 190 comments 0 points Most recent by Boydston August 3Adding and Updating Accounts

Discover Checking Pending Transactions come in as cleared

Closed Freebanana 30 views 3 comments 0 points Most recent by Coach Natalie August 2Adding and Updating Accounts

USAA accounts constantly asks to re-authenticate

Closed SierraQ 66 views 2 comments 0 points Most recent by SierraQ August 2Adding and Updating Accounts

Edward Jones Canada investment accounts do not record transactions correctly

Closed HWanless 40 views 4 comments 0 points Most recent by HWanless August 2Adding and Updating Accounts

Merged: Can't report dividend income transactions in Fidelity Akoya downloads

Just want to help 9 views 0 comments 0 points Started by Just want to help August 1 Adding and Updating Accounts

Chase Amazon Prime card only pulls in payments (edited)

Closed Gabe 224 views 19 comments 0 points Most recent by Coach Natalie August 1Adding and Updating Accounts

Care code: FDP-185 TIAA CREF and Fidelity Investments Care code: FDP-101

Closed kernels 67 views 1 comment 0 points Most recent by Coach Jon July 31Adding and Updating Accounts

FDP-108 with Laurel Road (edited)

Closed CericRushmore 114 views 15 comments 0 points Most recent by CericRushmore July 31Adding and Updating Accounts

Fidelity Account via Finicity (Akoya) does not include Transaction history

Closed djhadams 219 views 10 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts

[ONGOING] 07/16/24: Public returns a 105 error

Coach Jon 46 views 1 comment 1 point Most recent by Coach Jon July 30Current Online Banking Issues

Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

Closed System 23 views 2 comments 0 points Most recent by Coach Natalie July 29Adding and Updating Accounts

Linking Financial Institutions

Closed LJFiala 102 views 3 comments 0 points Most recent by Coach Natalie July 29Adding and Updating Accounts

[ONGOING] 7/15/24: Longleaf Partners returns a 5209 error

Coach Natalie 21 views 1 comment 0 points Most recent by Coach Natalie July 29Current Online Banking Issues

[ONGOING] 7/15/24: AXA Enterprise Funds - 401k returns a 102 error

Coach Natalie 24 views 1 comment 0 points Most recent by Coach Natalie July 29Current Online Banking Issues

1

NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

Active simplifi39393 41 views 1 comment 1 point Most recent by fjpurcell July 28Report Missing Financial Institution

Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 70 views 0 comments 0 points Started by KB2014 July 27 Investments

Online Banking

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