Online Banking

1

Ability to have the 'Manage Updates' feature reset every night at midnight (edited)

Matt Z 44 views 5 comments 1 point Most recent by SRC54 July 2025Feature Requests

TD Bank connection issue

Closed bhumph 70 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Manulife One - "We are unable to connect to Manulife Bank of Canada at this time" FDP-187 (edited)

Closed Chuck Van Kempen 77 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Unable to sync - LPL Care Code: QCS-0429-2

Closed JTaylorIV 66 views 4 comments 0 points Most recent by JTaylorIV July 2025Adding and Updating Accounts

Unable to login to Prudential via LPL financial

Closed stawfik 62 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Double-subtracting pending transactions for balance -- USAA Bank

Closed DryHeat 283 views 11 comments 0 points Most recent by DryHeat July 2025Troubleshooting

Freedom Mortgage 11000 error (edited)

Closed System 62 views 7 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Nordstrom card - transactions are showing reversed amounts (edited)

Closed System 41 views 3 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts

1

TD Bank/Jordan's Furniture link

EDG 38 views 0 comments 1 point Most recent by EDG July 2025Report Missing Financial Institution or Biller

John Hancock Retirement Plan Services returns FDP-102 error

Closed JeffinVA 163 views 7 comments 0 points Most recent by JeffinVA July 2025Adding and Updating Accounts

Help with FDP-103 error - E*Trade (edited)

Closed dlisinski 187 views 20 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Midland National Annuity FDP-108 error (edited)

Closed knphoenix16 203 views 25 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Please add Alight - GSK and AimLoan

Closed Boompapen19 6 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts

PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

Closed Anastasia Franco 87 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

16

Shareworks by Morgan Stanley - Solium

In Review ajkamel44 2K views 21 comments 16 points Most recent by thedudeman July 2025Report Missing Financial Institution or Biller

Simplifi - failing to connect to college 529 direct

Closed FutureEye 30 views 2 comments 0 points Most recent by FutureEye July 2025Adding and Updating Accounts

Valon Mortgage integration is broken - Care code: 170 (edited)

Closed gsong 229 views 9 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts

Still can't connect MidFirst Bank (FDP-107)?

Closed roger.rogers 142 views 8 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts

Barclays FDP-192 error (edited)

Closed System 51 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts

FDP-103 for Human Interest 401k

Closed danz740 407 views 18 comments 1 point Most recent by Phtrump July 2025Adding and Updating Accounts

Can't add Fidelity Cash Management Accounts

Closed JCBFranklin 63 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts

Northwestern Mutual balance doesn't appear in the Accounts List (edited)

Closed Jeannette 18 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Etrade Bank accounts have transactions but not a balance

Closed Qowieury 24 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

1

Support password+token MFA options for E*Trade accounts (edited)

Active JLR 7 views 0 comments 1 point Most recent by JLR July 2025Feature Requests

Online Banking

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