Online Banking

Discussion List

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  Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

  sgreenstonenj 852 views 58 comments 0 points Most recent by sgreenstonenj October 16Adding and Updating Accounts
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  ONGOING 10/16/26: Target Red Card - Missing Transactions

  Coach Natalie 1.8K views 3 comments 3 points Most recent by Coach Aldair October 16Current Online Banking Issues
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  Can't add Vestwell 401k account after migrating from Guideline (edited)

  dabao01810 66 views 1 comment 0 points Most recent by Coach Aldair October 15Adding and Updating Accounts
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  Data connection problems

  jelguera 58 views 1 comment 0 points Most recent by Coach Aldair October 15Troubleshooting
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  ONGOING 10/15/26: TreasuryDirect returns an FDP-101 error

  Coach Natalie 209 views 2 comments 0 points Most recent by Coach Natalie October 15Current Online Banking Issues
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  How to connect multiple Vanguard logins? (edited)

  Answered leisterbrau 56 views 1 comment 0 points Most recent by Coach Aldair October 14Adding and Updating Accounts
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  Concora

  Active Jmarcipratt 28 views 0 comments 1 point Started by Jmarcipratt October 14 Report Missing Financial Institution or Biller
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  ONGOING 10/13/26: Northwestern Mutual Insurance returns a 170 error

  Coach Natalie 387 views 2 comments 0 points Most recent by Coach Natalie October 13Current Online Banking Issues
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  Onity Mortgage - Balance shows positive instead of negative

  System 202 views 11 comments 0 points Most recent by Duke0486 October 13Adding and Updating Accounts
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  Cannot connect to Northwestern Mutual Insurance - 170 error (edited)

  surfnsocal 408 views 11 comments 2 points Most recent by Terriers2007 October 12Adding and Updating Accounts
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  Bank of Lexington FDP-350 Error (Edited)

  Jlexky 103 views 7 comments 0 points Most recent by Coach Natalie October 12Adding and Updating Accounts
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  Huntington National Bank - Transactions not downloading

  System 147 views 3 comments 0 points Most recent by GregK October 12Adding and Updating Accounts
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  Merged: Do you have any update to the ongoing CIT Bank connection issue?

  Closed Tyama48 6 views 0 comments 0 points Started by Tyama48 October 12 Adding and Updating Accounts
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  Please add EquatePlus to Simplifi

  Active woodswayne 918 views 19 comments 27 points Most recent by Coach Natalie October 12Report Missing Financial Institution or Biller
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  Merged: Please Add 'Alight' - Employee 401k for UBS Employees

  Closed dburks 11 views 0 comments 1 point Started by dburks October 12 Report Missing Financial Institution or Biller
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  Cenlar Mortgage Showing a Positive Balance (Edited)

  AlexMorat 70 views 1 comment 0 points Most recent by Coach Aldair October 10Adding and Updating Accounts
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  Unable to Link Citi Brokerage Account (Edited)

  richarddchen 74 views 1 comment 0 points Most recent by Coach Aldair October 10Adding and Updating Accounts
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  ONGOING 10/9/26: Merrill Lynch Benefits Online returns an FDP-105 error

  Coach Aldair 409 views 2 comments 0 points Most recent by Coach Natalie October 9Current Online Banking Issues
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  My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly (edited)

  juddmd31 221 views 12 comments 0 points Most recent by Coach Aldair October 9Adding and Updating Accounts
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  Chase Checking Account: Incorrect Balance with Pending

  RustyG 111 views 2 comments 0 points Most recent by DryHeat October 8Adding and Updating Accounts
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 701 views 25 comments 1 point Most recent by Keith&Lisa Campbell October 8Adding and Updating Accounts
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 1.8K views 64 comments 1 point Most recent by Coach Natalie October 8Adding and Updating Accounts
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  America First Credit Union connection not working

  MadRabbit22 224 views 7 comments 0 points Most recent by Coach Aldair October 7Adding and Updating Accounts
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  Add City and County of Honolulu - Voya (edited)

  Active Warrior96 153 views 5 comments 1 point Most recent by Coach Natalie October 7Report Missing Financial Institution or Biller
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  ONGOING 10/6/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error

  Coach Aldair 581 views 2 comments 0 points Most recent by Coach Aldair October 6Current Online Banking Issues
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  Truist only updates once a day unless a reset is performed (edited)

  sgrnspan 181 views 7 comments 0 points Most recent by Coach Natalie October 6Adding and Updating Accounts
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  Merrill Lynch FDP-105 Error

  MightyIrish 591 views 23 comments 0 points Most recent by Bay Area Savers October 6Adding and Updating Accounts
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  Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

  dndsieg17 122 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts