Online Banking

Bank is sending in a positive balance instead of negative balance for mortgage account (edited)

dthibode 150 views 12 comments 1 point Most recent by Coach Kristina July 25Adding and Updating Accounts

After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

System 64 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts

DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

JBB 172 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts

21

Bright Start Savings - for investors NOT advisors

In Review bowgy4 2.5K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller

Unable to connect to Alerus (FDP-106)

rcortez 139 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts

11

Please Add Wise.com (aka Transferwise)

In Review TonyT 577 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller

PayPal Credit, MasterCard and Crypto missing transactions (edited)

ReedD 81 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts

4

Ability to organize MFA prompts when updating accounts (edited)

Active AlexB 83 views 3 comments 4 points Most recent by Coach Natalie July 21Feature Requests

72

Missing Alight Solutions (3 Merged Votes)

In Review mbtins 9.1K views 172 comments 72 points Most recent by pat_carr July 20Report Missing Financial Institution or Biller

Bridgecrest car loan account is showing the wrong remaining balance (edited)

Asylum 96 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts

72

Please add OpenBank by Santander

Active StephenB 1.8K views 65 comments 72 points Most recent by pinecode July 20Report Missing Financial Institution or Biller

"Care Code: not found" / "to.100" with Gemini (edited)

SashaMike 102 views 7 comments 0 points Most recent by SashaMike July 19Adding and Updating Accounts

Apple Savings balance switches to last deposit amount

mtl_elias 25 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts

ETrade FDP-103/FDP-105 (edited)

neon45 333 views 23 comments 0 points Most recent by neon45 July 17Adding and Updating Accounts

Optum Bank - Perpetual spinning wheel when trying to connect (edited)

clappr 23 views 1 comment 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts

Vanguard - can’t re-Auth / FDP-350

ps56k 78 views 4 comments 0 points Most recent by Coach Jon July 17Adding and Updating Accounts

Prudential Financial FDP-103 (edited)

ctanenbaum 116 views 15 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

Issue with Raymond James Financial Connection (FDP-185)

ctanenbaum 465 views 49 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

4

Add Ollo Credit Card

Active EllieBean 67 views 2 comments 4 points Most recent by EllieBean July 15Report Missing Financial Institution or Biller

3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

mfinnegan 44 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

TIAA FDP-105

bhewey 36 views 1 comment 0 points Most recent by Coach Natalie July 15Adding and Updating Accounts

7

Need Petal Credit Card

In Review cconrado90 386 views 13 comments 7 points Most recent by shevwill July 15Report Missing Financial Institution or Biller

Freedom Mortgage Mastercard 170 error when connecting; balance went to 0

BudgetJunkie 66 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

T. Rowe Price Retirement Accounts Missing Holdings

The Merg 307 views 26 comments 0 points Most recent by lwyman July 15Investments

Online Banking

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