Online Banking

Discussion List

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  Accounts with Fidelity showing incorrect balances and transactions after update

  Closed jwfly35 47 views 2 comments 0 points Most recent by Coach Jon July 30Adding and Updating Accounts
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  HSBC UK

  Closed HydroHeath 18 views 1 comment 1 point Most recent by Coach Natalie July 30Adding and Updating Accounts
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  2
  Add DC College Savings Plan Aggregator URL (edited)

  Completed Closed dcsaver 86 views 7 comments 2 points Most recent by Coach Natalie July 29Report Missing Financial Institution
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  RBC error message FDP-102 (edited)

  Closed Bg3putt 82 views 17 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  [ONGOING] 7/2/25: Truist Bank - Bank Option (BID) Change / FDP-102 error

  Coach Natalie 356 views 2 comments 0 points Most recent by Coach Jon July 29Current Online Banking Issues
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  Raymond James FDP-102 error (edited)

  Closed User-82394762 8 views 2 comments 0 points Most recent by Coach Kristina July 27Adding and Updating Accounts
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  Regions Mortgage Error FDP-108 (edited)

  Closed Dick_Davis 12 views 2 comments 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts
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  Franklin Templeton: Care Code: FDP-106

  Closed LJM16 57 views 4 comments 0 points Most recent by LJM16 July 26Adding and Updating Accounts
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  Wealthscape Investor FDP-103 error (edited)

  Closed prestonjr23 148 views 22 comments 0 points Most recent by Coach Jon July 25Adding and Updating Accounts
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  Add First Community Credit Union of Oregon

  Closed Britt516 5 views 1 comment 1 point Most recent by Coach Jon July 25Adding and Updating Accounts
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  Can't link Axos Bank (FDP-103)

  Closed Carol @1023 14 views 1 comment 0 points Most recent by Coach Jon July 25Adding and Updating Accounts
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  When is the Public.com Connection issue going to be solved? (edited)

  Closed mgustavson 28 views 1 comment 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 34 views 3 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Midfirst connection broken for a month

  Closed Tia 102 views 6 comments 0 points Most recent by Tia July 24Adding and Updating Accounts
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  Target Red Card MFA

  Closed BFowler52 35 views 4 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  One View 2020 MFA Issue

  Closed Jaybob_117 11 views 1 comment 1 point Most recent by Coach Jon July 23Adding and Updating Accounts
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  [ONGOING] 07/09/25: LBS Financial CU - Zero Dollar Balance

  Coach Jon 2 views 1 comment 0 points Most recent by Coach Jon July 23Current Online Banking Issues
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  [ONGOING] 07/09/25: Fidelity Inv & Retirement - Persistent 324 Reconnect Error

  Coach Jon 504 views 1 comment 0 points Most recent by Coach Jon July 23Current Online Banking Issues
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  Chase Cards not syncing [transactions] pre-2025 with Simplifi

  Closed tryingtosimpli 98 views 11 comments 0 points Most recent by tryingtosimpli July 23Adding and Updating Accounts
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  3

  Up
  Please add PC Financial

  Active kangman 34 views 3 comments 3 points Most recent by Kimtex123 July 22Report Missing Financial Institution
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  MOHELA Student Loans Unavailable (FDP-103)

  Closed jtb36 52 views 9 comments 1 point Most recent by Coach Jon July 22Adding and Updating Accounts
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  Robinhood: categorize Individual cash as Cash and not investment

  Closed Elllatrav 25 views 2 comments 0 points Most recent by Elllatrav July 22Adding and Updating Accounts