Online Banking

Discussion List

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  Citibank won’t connect FDP-105

  SgtB 31 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts
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  JP Morgan Vestwell

  Active Ditch 12 views 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
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  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 317 views 10 comments 10 points Most recent by Ditch May 21Report Missing Financial Institution or Biller
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  Add Live Oak Bank (edited)

  Completed ksenter 386 views 21 comments 12 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
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  Imprint support for Shell cards

  JH0 74 views 1 comment 2 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
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  NEW 5/21/26: Merrill Lynch Investments returns an FDP-105 error

  Announcement Coach Jon 23 views 0 comments 0 points Started by Coach Jon May 21 Current Online Banking Issues
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  Robinhood - Savings accounts don't show up (edited)

  simplira 242 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  [ONGOING] 05/06/25: UBS returns FDP-103 error

  Coach Jon 315 views 3 comments 1 point Most recent by Coach Jon May 21Current Online Banking Issues
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  [ONGOING] 5/7/26: E*TRADE returning FDP-102 error

  Coach Jon 201 views 1 comment 1 point Most recent by Coach Jon May 21Current Online Banking Issues
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  Workaround for Current Bank of America FDP-105 error (edited)

  tabram83 22 views 1 comment 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  Raymond James - FDP-101/FDP-102/FDP-155 (edited)

  virshu 1.1K views 55 comments 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  [ONGOING] 5/6/26: Barclays - Duplicate Transactions

  Coach Natalie 217 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  [ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors

  Coach Natalie 1.6K views 3 comments 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  Computershare FDP-102 (edited)

  pjholland 41 views 5 comments 1 point Most recent by Coach Jon May 19Adding and Updating Accounts
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Ter1990 32 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  E Trade connection started failing 2 days ago. FDP-102

  mwatson 263 views 17 comments 0 points Most recent by gfestian May 19Adding and Updating Accounts
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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 34 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Kuhzah 62 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

  sgreenstonenj 224 views 50 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ DryHeat 21 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 1 view 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
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  HealthEquity FDP-103

  System 74 views 9 comments 0 points Most recent by glennf14 May 15Adding and Updating Accounts