Online Banking

Discussion List

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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 63 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 14 views 0 comments 1 point Started by MishaM August 2025 Feature Requests
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  Zynlo Bank

  Closed rchanin 29 views 1 comment 1 point Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Barclays FDP-103 errors

  Closed System 33 views 2 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Truist and Balance with Pending

  Closed Mike2023 37 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts
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  Unable to add Techron Advantage Card (Synchrony Bank)

  Closed ClaudiaH 31 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Ally Bank not linking Care Code: FDP-103

  Closed jacobhixson 180 views 16 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Support for Booz Allen ECAP Retirement [edited]

  In Review sluxenberg 843 views 26 comments 2 points Most recent by jmille22 July 2025Report Missing Financial Institution
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  National Bank of Canada doesn't work (FDP-106 error)

  Closed Unbreakable1989 14 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  New Bank / Mortgage Request - Lakeview (edited)

  Closed Jake Pratt 38 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Nationwide Retirement NOT resolved - FDP-106 (edited)

  Closed jsharpe27 115 views 11 comments 0 points Most recent by cl134 July 2025Adding and Updating Accounts
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  Virgin Red Rewards Mastercard Support (Synchrony Financial)

  Active mrharris03 95 views 8 comments 1 point Most recent by Chamonyx July 2025Report Missing Financial Institution
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 110 views 4 comments 0 points Most recent by rwhoppe July 2025Adding and Updating Accounts
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  Accounts with Fidelity showing incorrect balances and transactions after update

  Closed jwfly35 49 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  HSBC UK

  Closed HydroHeath 20 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Add DC College Savings Plan Aggregator URL (edited)

  Completed Closed dcsaver 91 views 7 comments 2 points Most recent by Coach Natalie July 2025Report Missing Financial Institution
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  RBC error message FDP-102 (edited)

  Closed Bg3putt 93 views 17 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  [ONGOING] 7/2/25: Truist Bank - Bank Option (BID) Change / FDP-102 error

  Coach Natalie 368 views 2 comments 0 points Most recent by Coach Jon July 2025Current 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 2025Adding and Updating Accounts
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  Regions Mortgage Error FDP-108 (edited)

  Closed Dick_Davis 15 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Franklin Templeton: Care Code: FDP-106

  Closed LJM16 63 views 4 comments 0 points Most recent by LJM16 July 2025Adding and Updating Accounts
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  Wealthscape Investor FDP-103 error (edited)

  Closed prestonjr23 166 views 22 comments 0 points Most recent by Coach Jon July 2025Adding 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 2025Adding and Updating Accounts
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  Can't link Axos Bank (FDP-103)

  Closed Carol @1023 15 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  When is the Public.com Connection issue going to be solved? (edited)

  Closed mgustavson 30 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 39 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Midfirst connection broken for a month

  Closed Tia 110 views 6 comments 0 points Most recent by Tia July 2025Adding 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 2025Adding and Updating Accounts