Online Banking

Discussion List

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  Add support for State Street Global Advisors accounts

  Closed tcarter72 14 views 1 comment 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Crypto investment transactions are not valid (edited)

  Closed hughcumber 15 views 1 comment 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Fidelity Retirement and Investment - Not updating

  Closed lencoh82 167 views 6 comments 0 points Most recent by jrussell271 December 2025Adding and Updating Accounts
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  Iowa 529 still won't sync

  Closed Mnew 35 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Cannot add First Command account - FDP-101/FDP-108 (edited)

  Closed drouetd 1K views 84 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Wealthscape Investor - "Bank is not available" (edited)

  Closed denimike 55 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  Closed rkjones 51 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 22 views 0 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

  Closed jskup 63 views 4 comments 0 points Most recent by jskup December 2025Adding and Updating Accounts
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 87 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  CIT Bank N.A request-body-field error

  Closed Marquette42 166 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts
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  Add State Nebraska Bank and Trust

  Closed Krick 27 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  2
  Flourish

  Completed Closed Duke0486 53 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
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  CIT account showing wrong balance (edited)

  Closed Marquette42 54 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 45 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  Add Rocket Loans

  Active Krick 82 views 0 comments 1 point Most recent by Krick December 2025Report Missing Financial Institution or Biller
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  TD Bank/First Community Bank connection has failed (edited)

  Closed CleoZ 127 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
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  FDP-103 Error still exists with Tangerine

  Closed ratienza 298 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
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  ONGOING 12/2/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 129 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  ONGOING 12/2/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 428 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  Known error showing Robinhood as not working.

  Closed FutureEye 22 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
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  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 62 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller
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  Home bank www.home24bank.com Business Portal

  Closed tbestjr81 12 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 92 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Nationwide 401k FDP-106

  Closed cl134 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Please add iTrustCapital

  Active MrMcNuggets 2 views 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller