Online Banking

SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

Closed davidcwalls 216 views 26 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts

Merged: Vanguard - Re-authorization FDP-350

Closed ps56k 1 view 0 comments 0 points Started by ps56k April 7 Adding and Updating Accounts

FourLeaf: Balance (with Pending) is not right

Closed RobWilk 26 views 4 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts

Unable to Connect to Barclays Bank Delaware

Closed Mortimer Duke 55 views 2 comments 0 points Most recent by PeteABC123 April 6Adding and Updating Accounts

John Hancock 529

Closed Slater007 12 views 1 comment 0 points Most recent by Coach Kristina April 5Adding and Updating Accounts

Add Fremont Bank for more than just mortgages

Closed C15H_ 2 views 1 comment 1 point Most recent by Coach Kristina April 5Adding and Updating Accounts

5

SEI invest - Access My Portfolio

Active eskay311 135 views 4 comments 5 points Most recent by Slater007 April 5Report Missing Financial Institution

Merged: Coinbase Update

Closed Snipes 1 view 0 comments 0 points Started by Snipes April 4 Adding and Updating Accounts

First US Bank (Alabama) is downloading incorrect current balance

Closed SRC54 41 views 11 comments 0 points Most recent by SRC54 April 4Adding and Updating Accounts

2

Show the 'Last Updated' timestamp in the Accounts List (edited)

Active subiemat 37 views 5 comments 2 points Most recent by Coach Jon April 4Feature Requests

[ONGOING] 03/21/25: MidFirst Bank returns FDP-107 error

Coach Jon 953 views 1 comment -3 points Most recent by Coach Jon April 4Current Online Banking Issues

Merged: Transactions with (incorrect) amount of 0.00. What the heck?

Closed barncrow 31 views 0 comments 0 points Most recent by PatD April 4Adding and Updating Accounts

Add Raymour and Flanagan store card

Closed mthoman1 11 views 1 comment 1 point Most recent by Coach Jon April 3Adding and Updating Accounts

Target Credit Card (Care code: FDP-102 error)

Closed Scrid_HB 67 views 5 comments 0 points Most recent by Scrid_HB April 3Adding and Updating Accounts

13

Add Samsung Financing (TD bank)

Active RobWilk 565 views 20 comments 13 points Most recent by mthoman1 April 3Report Missing Financial Institution

Please add Currence

Closed Kris M 11 views 1 comment 1 point Most recent by Coach Natalie April 3Adding and Updating Accounts

ComputerShare connection not working FDP-106 error (edited)

Closed lencoh82 180 views 5 comments 0 points Most recent by Coach Jon April 3Adding and Updating Accounts

Can't find U.S. Bank investment account

Closed bitluna 12 views 1 comment 0 points Most recent by Coach Jon April 3Adding and Updating Accounts

[ONGOING] 11/8/24: Nordstrom Card Account Blocking Connection

Coach Natalie 2K views 5 comments 0 points Most recent by Coach Natalie April 3Current Online Banking Issues

1

Unity by Hard Rock Credit Card (Bread Financial/Comenity)

Active RobWilk 84 views 0 comments 1 point Started by RobWilk April 2 Report Missing Financial Institution

Merged: Is anyone else having trouble connecting to Computershare.com to refresh accounts??

Closed grmtnboy 1 view 0 comments 0 points Started by grmtnboy April 2 Adding and Updating Accounts

FourLeaf: Logo Missing

Closed RobWilk 11 views 2 comments 0 points Most recent by RobWilk April 1Report a Bug

Citibank migration

Closed lbyowell 33 views 2 comments 0 points Most recent by RobWilk April 1Adding and Updating Accounts

Repeat Errors with Fidelity Accounts from two users

Closed whyme 23 views 6 comments 0 points Most recent by whyme April 1Adding and Updating Accounts

Merged: Please Add Myfordbenefits

Closed khow09 11 views 0 comments 3 points Most recent by Anna71194 April 1Report Missing Financial Institution

1

NW Preferred Federal Credit Union (edited)

Active mssimpli 23 views 5 comments 1 point Most recent by mssimpli March 31Report Missing Financial Institution

1

Mohela - Elfi (edited)

Active jdrenovsky 23 views 3 comments 1 point Most recent by Coach Natalie March 31Report Missing Financial Institution

Online Banking

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