Online Banking

Discussion List

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  [ONGOING] 1/27/26: Discover returns FDP-324 error

  Coach Jon 87 views 1 comment 0 points Most recent by Coach Jon February 10Current Online Banking Issues
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 3K views 109 comments 86 points Most recent by dubbydub45 February 10Report Missing Financial Institution
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  [UPDATED] 2/9/26: Marcus by Goldman Sachs - Bank no longer supports downloading

  Announcement Coach Jon 105 views 1 comment 0 points Most recent by Coach Natalie February 10Current Online Banking Issues
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  Add Investor 360

  mikewest 21 views 2 comments 0 points Most recent by mikewest February 10Adding and Updating Accounts
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  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 161 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  Add Live Oak Bank (edited)

  Active ksenter 286 views 14 comments 11 points Most recent by AdkinsDebtDiet February 9Report Missing Financial Institution
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  Milliman Benefits Not Connecting - FDP-101 (edited)

  lodenic 67 views 7 comments 0 points Most recent by lodenic February 9Adding and Updating Accounts
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  Human Interest FDP-105 issue

  ZackLester 20 views 5 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Error FDP-7500 FirstBank

  Acleo 18 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  eecalo 16 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Human Interest 401k

  Phtrump 24 views 3 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

  Closed Frazzle Dazzle 121 views 17 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Alliance Benefit Group FDP-103 error

  System 5 views 4 comments 0 points Most recent by Coach Natalie February 9Adding and Updating Accounts
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  [ONGOING] 1/26/26: MyCardStatement returns FDP-102 error

  Coach Jon 113 views 1 comment 0 points Most recent by Coach Natalie February 9Current Online Banking Issues
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 9Report Missing Financial Institution
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  Importing History

  Answered ✓ lynchbro 25 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  mscemcee 22 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 16 views 0 comments 0 points Started by mollyj February 8 Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 24 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 492 views 17 comments 9 points Most recent by rlorcro February 7Report Missing Financial Institution
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  No PayPal transactions have downloaded since October

  System 18 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Cetera and AdviceWorks

  Active bwinchester 452 views 21 comments 12 points Most recent by ckochosky February 6Report Missing Financial Institution
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 10 views 0 comments 1 point Started by Bob2763 February 5 Feature Requests
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  TaWa 94 views 22 comments 0 points Most recent by TaWa February 5Adding and Updating Accounts
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  Incorrect balance with one of my CU accounts (edited)

  hewendataway 20 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

  Adeem Fenster 117 views 18 comments 1 point Most recent by Coach Jon February 5Adding and Updating Accounts
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  Payee names not updated once transactions are downloaded into Simplifi

  PatLamb99 29 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Unable to add Synchrony Store Cards to Simplifi

  cyberstackn 597 views 35 comments 1 point Most recent by jraymer917 February 5Adding and Updating Accounts
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  [ONGOING] 1/21/26: GM Financial Auto Loan returns FDP-106

  Coach Jon 77 views 1 comment 1 point Most recent by Coach Jon February 5Current Online Banking Issues
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  System 15 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts