Online Banking

Discussion List

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  Charles Schwab brokerage account no longer updating

  Closed RickS 177 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 152 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 154 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 82 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 41 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 31 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 21 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 92 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 12 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 63 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 301 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
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  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  Closed alexthechoi 152 views 11 comments 2 points Most recent by rmarcus88 December 2025Adding and Updating Accounts
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  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 126 views 1 comment 1 point Most recent by SRC54 December 2025Adding and Updating Accounts
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  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 135 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Closed Oogway 41 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 11 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  American Century Accounts Already Added

  Closed vollmas 132 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts