Online Banking

Discussion List

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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 4K 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 14 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 25 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 13 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 356 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 131 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 137 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 43 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 13 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 139 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 35 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 615 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Better Connection Stability

  Completed Closed HSC 281 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  T Rowe Price (FDP-105)

  Closed lwyman 36 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  FDP-192 Error with ComputerShare

  Closed lencoh82 216 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
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  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 143 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Connection to CIT bank is not working again

  Closed michaelfurman 62 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York State Deferred Compensation FDP-102 (edited)

  Closed bjohn 33 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/1/25: Multiple FIs - CP_Server_Error

  Coach Natalie 383 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Merged: FDP-103 errors with accounts serviced by Synchrony

  Closed System 11 views 0 comments 0 points Most recent by GhostlyPoncho December 2025Adding and Updating Accounts
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  Optum Bank Connection Error Message FDP-108

  Closed mpanky 44 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Integrate with FREC.COM

  Closed mpanky 14 views 1 comment 2 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  TIAA Connectivity Appears Down - FDP-105 (edited)

  Closed rkjones 268 views 9 comments 2 points Most recent by Quick40S December 2025Adding and Updating Accounts
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  Current Info re Account Authentication Protocols

  Closed turtle 133 views 10 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)

  In Progress khad 6.9K views 118 comments 3 points Most recent by Coach Natalie December 2025Feature Requests