Online Banking

Discussion List

• 
  Fidelity Cash Management Account FDP-101 error (edited)

  Closed Phlach 230 views 2 comments 0 points Most recent by Phlach March 2024Adding and Updating Accounts
• 
  Citibank connection error

  Closed mg240320 129 views 2 comments 0 points Most recent by mg240320 March 2024Adding and Updating Accounts
• 
  Cannot Connect To TradePMR FDP-103 error (edited)

  Closed woodswayne 41 views 3 comments 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  Merged: Baselane Bank

  Brendan 1 view 0 comments 1 point Started by Brendan March 2024 Report Missing Financial Institution
• 
  Ally error Care Code: FDP-102

  Closed pharriss 199 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  TD Canada Trust and missing RESP accounts (edited)

  Closed jahman 94 views 3 comments 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts
• 
  Missing First National Bank of Middle Tennessee

  Closed dbr2e123 34 views 1 comment 1 point Most recent by Coach Kristina March 2024Adding and Updating Accounts
• 
  First Tech Credit Union - last 4 of account number is shown as account balance.

  Closed Secure_User 27 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  0

  Up
  Missing TD Bank credit / store card

  Active Johnners 186 views 12 comments 0 points Most recent by HWanless March 2024Report Missing Financial Institution
• 
  Re-associating bills and payments when reconnecting accounts?

  Closed Matt Y 47 views 3 comments 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts
• 
  Simplifi Roundpoint mortgage aggregation problem but it works on MX aggregator [Edited]

  Closed snovvman 234 views 6 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts
• 
  Why is Federal Student Aid through AidVantage Still Broken?

  Closed PeakMi11enia1Debt 220 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  Merged: FDP-109/FDP-103 with CitizenBank, keep getting locked out

  birdy718 1 view 0 comments 0 points Started by birdy718 March 2024 Adding and Updating Accounts
• 
  Revoking Data Sharing to Mint after moving to Simplifi

  Answered ✓ Closed pwhelan81 97 views 5 comments 0 points Most recent by pwhelan81 March 2024Troubleshooting
• 
  Acorns FDP-106

  Closed Luvy Arora 413 views 21 comments 1 point Most recent by Luvy Arora March 2024Adding and Updating Accounts
• 
  Unable to connect to PenFed (edited)

  Closed micky 35 views 1 comment 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts
• 
  2
  Please add Best Egg back to accounts to add

  In Progress Jrmclean 433 views 13 comments 2 points Most recent by RobWilk March 2024Report Missing Financial Institution
• 
  Morgan Stanley Wealth Management does not work with Simplifi

  Closed Kalkrish 201 views 5 comments 0 points Most recent by Kalkrish March 2024Adding and Updating Accounts
• 
  Merged: Add Desjardins AccesD to Synced banks

  AddDesjardinsAccesD 11 views 0 comments 1 point Started by AddDesjardinsAccesD March 2024 Report Missing Financial Institution
• 
  US Bank

  Closed Lauren D 41 views 1 comment 1 point Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  Woodbury - now Osaic - FDP- 187 (edited)

  Closed Matty_A 61 views 3 comments 0 points Most recent by Matty_A March 2024Adding and Updating Accounts
• 
  GMFS LLC

  Closed ssandefur 26 views 1 comment 1 point Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  Wells Fargo Shareowner Services FDP-155 (edited)

  Closed loueperella 70 views 3 comments 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts