Online Banking

1

WA 529 Accounts (edited)

Active eaczon 5 views 0 comments 1 point Started by eaczon March 26 Report Missing Financial Institution

111

Northwestern Mutual Life Insurance

In Review todd1 3.1K views 76 comments 111 points Most recent by eaczon March 26Report Missing Financial Institution

Merrill Lynch: Data connection not seeing 2 of my accounts.

MishaM 15 views 1 comment 0 points Most recent by Coach Jon March 26Adding and Updating Accounts

[RESOLVED] 02/24/25: Prosper Marketplace - $0 dollar balance

Closed Coach Jon 26 views 2 comments 0 points Most recent by Coach Natalie March 26Current Online Banking Issues

[ONGOING] 3/12/25: X1 Card returns a 187 error

Coach Natalie 17 views 1 comment 0 points Most recent by Coach Natalie March 26Current Online Banking Issues

4

Add support for Investor360

Active Ken M 79 views 10 comments 4 points Most recent by donmcw March 26Report Missing Financial Institution

[ONGOING] 03/11/25: HealthEquity returning 102/FI_TIMEOUT

Coach Jon 57 views 1 comment 0 points Most recent by Coach Jon March 25Current Online Banking Issues

Elan Financial Services

KB2014 11 views 1 comment 0 points Most recent by Coach Jon March 24Adding and Updating Accounts

Human Interest connection doesn't work with 2FA (but does without)

clintval 183 views 31 comments 0 points Most recent by Coach Natalie March 24Adding and Updating Accounts

MFA not working for Atlantic Union bank since the bank made website changes a month ago

Russlb 13 views 1 comment 0 points Most recent by Coach Jon March 24Adding and Updating Accounts

21

Bright Start Savings - for investors NOT advisors

In Review bowgy4 1.9K views 84 comments 21 points Most recent by cfricker March 24Report Missing Financial Institution

FDP-102 error with Midflorida Credit Union (edited)

RONDO 12 views 2 comments 0 points Most recent by Coach Jon March 24Adding and Updating Accounts

Ability to schedule account updates: Share your feedback here!

Closed Coach Natalie 549 views 47 comments 1 point Most recent by Coach Natalie March 24Feedback

1

Support for Old National Wealth Management Client Portal

Active tagtyoureit 5 views 0 comments 1 point Started by tagtyoureit March 23 Report Missing Financial Institution

Stifel Incorrect Balance/Holdings Issue (edited)

fredct 62 views 11 comments 0 points Most recent by Coach Kristina March 23Adding and Updating Accounts

PENFED Accounts Not Refreshing

The Mrs 10 views 1 comment 1 point Most recent by Coach Kristina March 23Adding and Updating Accounts

Account Reset Error with Vanguard (edited)

GTMissileMan 482 views 29 comments 3 points Most recent by mwoolley March 22Adding and Updating Accounts

Unable to sync with MidFirst Bank (FDP-107)

chadallen 71 views 11 comments 0 points Most recent by chadallen March 22Adding and Updating Accounts

Care: QCS-0429-2 Primis Digital Bank Error

Mortimer Duke 46 views 10 comments 0 points Most recent by Mortimer Duke March 22Adding and Updating Accounts

1

People’s Trust Company

Active Grsmith9118 7 views 0 comments 1 point Started by Grsmith9118 March 21 Report Missing Financial Institution

NEW 03/21/25: Bowater Employees Credit Union returns FDP-102 error

Announcement Coach Jon 16 views 0 comments 0 points Started by Coach Jon March 21 Current Online Banking Issues

Upcoming update for Citibank retail branded credit cards

Announcement Closed Coach Natalie 173 views 0 comments 2 points Started by Coach Natalie March 21 Announcements

Midflorida credit union FDP-102 error for past few months

A P 10 views 1 comment 0 points Most recent by Coach Jon March 21Adding and Updating Accounts

NEW 03/21/25: MidFirst Bank returns FDP-107 error

Announcement Coach Jon 63 views 0 comments 0 points Started by Coach Jon March 21 Current Online Banking Issues

Unable to connect to Nordstrom Visa or Numerica Credit Union

nancyg77 14 views 1 comment 1 point Most recent by Coach Jon March 21Adding and Updating Accounts

Coinbase Broken on Simplifi for over a year

Closed sami 132 views 1 comment 3 points Most recent by sami March 21Adding and Updating Accounts

Are we able to connect with Coinbase's new API yet?

Closed B_H 68 views 3 comments 2 points Most recent by A P March 21Adding and Updating Accounts

Robinhood Cash separate from stock / Duplication

rmquick25 19 views 2 comments 0 points Most recent by rmquick25 March 21Investments

Midland National Annuity FDP-106 (edited)

PJLmoney 148 views 26 comments 0 points Most recent by PJLmoney March 21Adding and Updating Accounts

Online Banking

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