Online Banking

Discussion List

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  7

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  Please add EquatePlus to Simplifi

  Active woodswayne 159 views 2 comments 7 points Most recent by Mysha16 December 16Report Missing Financial Institution
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  Virginia 529: Not downloading transactions

  Shep 56 views 4 comments 0 points Most recent by jimmythecook December 16Adding and Updating Accounts
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  Detect and remove authorizations charges that do not clear (edited)

  Active RobWilk 25 views 2 comments 4 points Most recent by RobWilk December 15Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 138 views 18 comments 2 points Most recent by Coach Kristina December 15Adding and Updating Accounts
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  56

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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 6.4K views 150 comments 56 points Most recent by rjwink December 14Report Missing Financial Institution
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  Error - Care Code: FDP-104 with LPL Financial (edited)

  Mizer 164 views 8 comments 0 points Most recent by Coach Kristina December 14Adding and Updating Accounts
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  LPL fdp 104 [Edited]

  Brant Davison 23 views 2 comments 0 points Most recent by Coach Kristina December 14Adding and Updating Accounts
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  2

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  Add Jenius Bank (edited)

  Active Ken Ackerman 48 views 3 comments 2 points Most recent by Coach Kristina December 14Report Missing Financial Institution
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  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 5 views 0 comments 1 point Started by nmavor December 14 Report Missing Financial Institution
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  Request for allowing Refresh on Demand or Auto Refresh after 5pm CT for Fidelity Investment Account

  SudipChoudhury 33 views 3 comments 1 point Most recent by Coach Jon December 14Investments
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  Acorns is no longer updating

  JoshCampbell 26 views 2 comments 0 points Most recent by UrsulaA December 13Adding and Updating Accounts
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  T. Rowe Price Retirement Plans Data not getting updated since Nov 14 2024

  SudipChoudhury 22 views 1 comment 0 points Most recent by Coach Jon December 13Adding and Updating Accounts
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  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Ryan-H 43 views 1 comment 0 points Most recent by Coach Jon December 13Adding and Updating Accounts
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  Midwest loan services error FDP-102

  kwillg 6 views 1 comment 0 points Most recent by Coach Jon December 13Adding and Updating Accounts
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  nysaves 529 aggregation url error

  kiun 20 views 2 comments 0 points Most recent by kiun December 13Adding and Updating Accounts
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  NEW 12/12/24: TIAA returns a 106 error

  Announcement Coach Natalie 135 views 0 comments -1 point Started by Coach Natalie December 12 Current Online Banking Issues
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  FDP-105 error with Schools First FCU

  System 44 views 4 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  Fidelity Inv & Retirement reconnect notification issue (edited)

  lwyman 103 views 11 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  Neuberger Berman No Longer Connecting FDP-103 error

  sgreenstonenj 11 views 1 comment 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  Fidelity HSA (with Intuit) stopped downloading transactions

  nrp06 19 views 4 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  Wells Fargo again V3 > bank vs pending balance

  fcb 41 views 6 comments 0 points Most recent by fcb December 12Adding and Updating Accounts
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  Empower 401K

  Beltifi 2.3K views 77 comments 5 points Most recent by johnnyjoesifer December 12Adding and Updating Accounts
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  Citi Card Sync is Inaccurate

  JoshCampbell 23 views 2 comments 0 points Most recent by RobWilk December 11Adding and Updating Accounts
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  Balance issues with Capital One

  RobWilk 135 views 19 comments 1 point Most recent by RobWilk December 11Adding and Updating Accounts
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  Add Live Oak Bank (edited)

  Active ksenter 175 views 8 comments 7 points Most recent by alecp December 11Report Missing Financial Institution
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  Poor Banking Connections - Sad

  cgoneal 12 views 1 comment 0 points Most recent by Coach Jon December 11Feedback
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  Wrong URL for Ives Bank

  rdenove 22 views 7 comments 0 points Most recent by rdenove December 11Adding and Updating Accounts