Online Banking

Discussion List

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  2

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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 71 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution or Biller
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  RBC Bank (USA) FDP-103 error (edited)

  Closed Whreyel 24 views 5 comments 0 points Most recent by Coach Natalie January 2Adding and Updating Accounts
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  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 232 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 51 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution or Biller
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  Nordstrom Card Not Connecting (care code: FDP-101)

  Closed bcsams424 42 views 1 comment 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Charles Schwab brokerage account no longer updating

  Closed RickS 175 views 19 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 146 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/18/25: TD Bank - Issue connecting multiple logins

  Coach Natalie 143 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Tired of broken online banking connections

  Closed SuperBoots 86 views 7 comments 0 points Most recent by RobWilk December 2025Feedback
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  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 21 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts
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  Prudential Financial Account Needs Attention Care Code: QCS-0429-2/FDP-103 (edited)

  Closed ctanenbaum 43 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Wells Fargo self investment account (Wellstrade) showing zero balance

  Closed nrp06 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Add Wealthsimple Canada to FI list

  Closed grant.souter 22 views 1 comment 2 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Synchrony Walmart OnePay Cash Rewards Card

  Closed e39e60 84 views 2 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Valic/AIG Connection not working

  Closed N4KHQ 11 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Closed Jeeves 62 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Add Desjardins (not Desjardins Bank NA or Desjardins Wealth Mgmt) [edited]

  Active Yanick Racicot 1K views 33 comments 3 points Most recent by PLSADDDESJARDINS December 2025Adding and Updating Accounts
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 303 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  [ONGOING] 12/10/25: Ent Credit Union returns FDP-103 error

  Coach Jon 31 views 1 comment 0 points Most recent by Coach Jon December 2025Current Online Banking Issues
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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 3.9K views 88 comments 300 points Most recent by Max1223 December 2025Feature Requests
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  First US Bank (Alabama) Gets Things Reversed 2x Recently

  Closed SRC54 11 views 2 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Empower - pension and HSA not pulled in

  Closed System 21 views 2 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Affinity Federal Credit Union HELOC no longer provides accurate balance

  Closed user12 11 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.

  Closed FortDog88 342 views 13 comments 1 point Most recent by lwagner December 2025Adding and Updating Accounts