Online Banking

Wealthscape Investor - "Bank is not available" (edited)

Closed denimike 47 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts

Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

Closed rkjones 47 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

My Savings Account downloaded this morning and showed a $0.00 balance!!!

Closed SRC54 13 views 0 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts

Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

Closed jskup 44 views 4 comments 0 points Most recent by jskup December 2025Adding and Updating Accounts

Midland National Annuity FDP-106/FDP-108 (edited)

PJLmoney 295 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

Request: link U.S. Bank retirement accounts

Closed mattyrazz7 63 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts

CIT Bank N.A request-body-field error

Closed Marquette42 151 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts

Add State Nebraska Bank and Trust

Closed Krick 23 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts

2

Flourish

Completed Closed Duke0486 46 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller

CIT account showing wrong balance (edited)

Closed Marquette42 51 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts

SoFi Brokerage & IRA Account Balances

Closed MikeZ 46 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts

1

Add Rocket Loans

Active Krick 52 views 0 comments 1 point Most recent by Krick December 2025Report Missing Financial Institution or Biller

TD Bank/First Community Bank connection has failed (edited)

Closed CleoZ 110 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts

FDP-103 Error still exists with Tangerine

Closed ratienza 230 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts

[ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

Coach Jon 108 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues

[ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

Coach Natalie 296 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues

Known error showing Robinhood as not working.

Closed FutureEye 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community

2

Need support for Cognizant Voya Retirement Account

Completed Closed FutureEye 51 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller

Home bank www.home24bank.com Business Portal

Closed tbestjr81 19 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

Closed LJMR 73 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

Nationwide 401k FDP-106

Closed cl134 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

1

Please add iTrustCapital

Active MrMcNuggets 1 view 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller

Logix issue update? (edited)

Closed MiketheFerg 37 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

Wealthfront error

Closed Rachelk 27 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

Closed andrewbr 47 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts

Robinhood Banking Issues

Closed sccpu3d 38 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts

Betterment connection not working (FDP-103/request-body-field-unsupported)

Closed gsong 59 views 5 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts

Online Banking

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