Online Banking

Discussion List

• 
  Problems with Fidelity and Vanguard dividend updates

  Closed System 16 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Optum financial does not show my investment balance (edited)

  Closed christiney 47 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Transactions not updated at Vanguard and Voya (edited)

  Closed System 14 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Unable to add Stash Invest account (edited)

  Closed KareS 236 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Unable to connect my Alterna Bank account - FDP-103 (edited)

  Closed David LH 15 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 157 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  1

  Up Down
  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 17 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
• 
  Zynlo Bank

  Closed rchanin 23 views 1 comment 1 point Most recent by Coach Kristina August 2025Adding and Updating Accounts
• 
  Barclays FDP-103 errors

  Closed System 34 views 2 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
• 
  Truist and Balance with Pending

  Closed Mike2023 94 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts
• 
  Unable to add Techron Advantage Card (Synchrony Bank)

  Closed ClaudiaH 39 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Merged: PayPal Credit (not Paypal MC): Cannot locate account

  Closed RobWilk 11 views 0 comments 0 points Most recent by slpeeler August 2025Adding and Updating Accounts
• 
  Ally Bank not linking Care Code: FDP-103

  Closed jacobhixson 251 views 16 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  2

  Up
  Support for Booz Allen ECAP Retirement [edited]

  In Review sluxenberg 917 views 26 comments 2 points Most recent by jmille22 July 2025Report Missing Financial Institution or Biller
• 
  National Bank of Canada doesn't work (FDP-106 error)

  Closed Unbreakable1989 16 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  New Bank / Mortgage Request - Lakeview (edited)

  Closed Jake Pratt 59 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Nationwide Retirement NOT resolved - FDP-106 (edited)

  Closed jsharpe27 138 views 11 comments 0 points Most recent by cl134 July 2025Adding and Updating Accounts
• 
  Unable to add PayPal Savings (edited)

  Closed douglastgraham 197 views 4 comments 1 point Most recent by rwhoppe July 2025Adding and Updating Accounts
• 
  Accounts with Fidelity showing incorrect balances and transactions after update

  Closed jwfly35 51 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  HSBC UK

  Closed HydroHeath 19 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  2
  Add DC College Savings Plan Aggregator URL (edited)

  Completed Closed dcsaver 103 views 7 comments 2 points Most recent by Coach Natalie July 2025Report Missing Financial Institution or Biller
• 
  RBC error message FDP-102 (edited)

  Closed Bg3putt 138 views 17 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  [ONGOING] 7/2/25: Truist Bank - Bank Option (BID) Change / FDP-102 error

  Coach Natalie 418 views 2 comments 0 points Most recent by Coach Jon July 2025Current Online Banking Issues
• 
  Raymond James FDP-102 error (edited)

  Closed User-82394762 4 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Regions Mortgage Error FDP-108 (edited)

  Closed Dick_Davis 17 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Franklin Templeton: Care Code: FDP-106

  Closed LJM16 97 views 4 comments 0 points Most recent by LJM16 July 2025Adding and Updating Accounts
• 
  Wealthscape Investor FDP-103 error (edited)

  Closed prestonjr23 221 views 22 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts