Online Banking

Cannot add Wealthfront accounts to my Quicken Simplifi

Closed Cholda 75 views 2 comments 0 points Most recent by Coach Jon April 9Adding and Updating Accounts

my banc account is not updating transaction and also some credit card show on a zero balance

Closed Jozsef52 22 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts

1

Modify [the community] to have a dedicated section for connection issues

Already Offered Closed DryHeat 31 views 6 comments 1 point Most recent by DryHeat April 8Feature Requests

Simplifi won't add all Fidelity accounts.

Closed Mortimer Duke 24 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts

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 27 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_ 3 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 38 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 963 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 12 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 566 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 195 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 89 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

Online Banking

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