Online Banking

Discussion List

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  [RESOLVED] 05/06/25: BNY for former MEL - 3801 returning FDP-103 error

  Closed Coach Jon 22 views 2 comments 0 points Most recent by Coach Natalie December 3Current Online Banking Issues
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  TD Bank/First Community Bank connection has failed (edited)

  CleoZ 83 views 6 comments 0 points Most recent by andre December 3Adding and Updating Accounts
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  FDP-103 Error still exists with Tangerine

  ratienza 135 views 20 comments 0 points Most recent by andre December 3Adding and Updating Accounts
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  Target Circle Card won't download new transactions

  RFL281 2.1K views 141 comments 1 point Most recent by EL1234 December 2Adding and Updating Accounts
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  Fidelity Retirement and Investment - Not updating

  lencoh82 43 views 5 comments 0 points Most recent by Coach Jon December 2Adding and Updating Accounts
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  [ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 50 views 1 comment 1 point Most recent by Coach Jon December 2Current Online Banking Issues
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  [ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 93 views 1 comment 1 point Most recent by Coach Jon December 2Current Online Banking Issues
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  Known error showing Robinhood as not working.

  FutureEye 10 views 1 comment 0 points Most recent by Coach Natalie December 2Using the Community
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  Need support for Cognizant Voya Retirement Account

  Completed FutureEye 41 views 6 comments 2 points Most recent by FutureEye December 2Report Missing Financial Institution
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  Home bank www.home24bank.com Business Portal

  tbestjr81 8 views 1 comment 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  LJMR 54 views 9 comments 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  Metlife HSA (edited)

  Active FutureEye 161 views 13 comments 6 points Most recent by FutureEye December 1Report Missing Financial Institution
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  Baird Account Missing Holdings (edited)

  disc2120 39 views 9 comments 0 points Most recent by Coach Natalie December 1Investments
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  Nationwide 401k FDP-106

  cl134 12 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: Multiple FIs - CP_Server_Error

  Announcement Coach Natalie 173 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Please add iTrustCapital

  Active MrMcNuggets 6 views 0 comments 1 point Started by MrMcNuggets December 1 Report Missing Financial Institution
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  Logix issue update? (edited)

  MiketheFerg 18 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: Ameris Bank - GA - CP_Server_Error

  Announcement Coach Natalie 21 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Wealthfront error

  Rachelk 12 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: FirstBank of Colorado - CP_Server_Error

  Announcement Coach Natalie 56 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  rkjones 18 views 2 comments 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 11/30/25: CIT Bank - CP_Server_Error

  Announcement Coach Kristina 261 views 0 comments 4 points Started by Coach Kristina December 1 Current Online Banking Issues
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 2.3K views 90 comments 79 points Most recent by jondehen November 30Report Missing Financial Institution
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  Add support for Investor360

  Active Ken M 401 views 29 comments 8 points Most recent by russ1910 November 30Report Missing Financial Institution
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  BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

  andrewbr 29 views 1 comment 0 points Most recent by Coach Jon November 28Adding and Updating Accounts
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  [ONGOING] 11/14/25: USAA - Missing Transactions

  Coach Natalie 116 views 1 comment 1 point Most recent by Coach Jon November 28Current Online Banking Issues
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  Robinhood Banking Issues

  sccpu3d 17 views 1 comment 0 points Most recent by Coach Natalie November 28Adding and Updating Accounts
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  Betterment connection not working (FDP-103/request-body-field-unsupported)

  gsong 34 views 5 comments 0 points Most recent by Coach Natalie November 28Adding and Updating Accounts
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  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 86 views 3 comments 4 points Most recent by setheps November 26Report Missing Financial Institution