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Online Banking

[ONGOING] 11/6/23: Venmo returns a 106 error

Closed Coach Natalie 322 views 1 comment 6 points Most recent by Coach Natalie November 30Current Online Banking Issues
[ONGOING] 8/23/23: Voya Financial and Voya Retd. Plan returning a 106 error

Closed Coach Natalie 96 views 3 comments -1 point Most recent by Coach Natalie November 30Current Online Banking Issues
[ONGOING] 5/30/23: Wells Fargo Advisors returns a 103 error

Closed Coach Natalie 159 views 6 comments 0 points Most recent by Coach Natalie November 30Current Online Banking Issues
Where I can find a full list of the sync supported institutions?

Answered ✓ olga2day 39 views 5 comments 0 points Most recent by DannyB November 30Adding and Updating Accounts
NEW 11/29/23: Guild Mortgage - Guild Customer Login returns a 105 error

Announcement Closed Coach Natalie 30 views 0 comments 0 points Started by Coach Natalie November 29 Current Online Banking Issues
NEW 11/29/23: Missing transactions with Sandy Spring Bank

Announcement Closed Coach Natalie 26 views 0 comments 0 points Started by Coach Natalie November 29 Current Online Banking Issues
16

Up

Mortgage company not listed in bank options - NewRez (edited)

In Review lglasser 418 views 22 comments 16 points Most recent by bronz37 November 29Report Missing Financial Institution
1

Up

Please Add Triad Financial Services

Active McPorkins 18 views 2 comments 1 point Most recent by McPorkins November 29Report Missing Financial Institution
11

Up

Bright Start Savings - for investors NOT advisors

In Review bowgy4 893 views 47 comments 11 points Most recent by Coach Natalie November 29Report Missing Financial Institution
Capital One linking issues

brian730 35 views 3 comments 0 points Most recent by Coach Natalie November 29Adding and Updating Accounts
Using Classic and Simplify concurrently with USAA

conwayatx 71 views 6 comments 0 points Most recent by Coach Natalie November 29Adding and Updating Accounts
2

Up

Request Paychex Flex for 401k

In Review Up2theRight 33 views 3 comments 2 points Most recent by noelhunter November 29Report Missing Financial Institution
Merged: Fidelity FDP-105 error (edited)

MikeyTheDude 33 views 0 comments 1 point Started by MikeyTheDude November 29 Adding and Updating Accounts
1

Please add SouthState Bank (edited)

Already Offered docclayb 37 views 4 comments 1 point Most recent by btsmith52 November 29Report Missing Financial Institution
Error when attempting to add a Carta account (FDP-105)

dkelleybrew 18 views 5 comments 0 points Most recent by thehesiod November 29Adding and Updating Accounts
1

Up

Add support for Acorns Brokerage / Later accounts (edited)

Active jvlachos 13 views 0 comments 1 point Started by jvlachos November 28 Report Missing Financial Institution
T. Rowe Price Workplace Retirement Account Aggregation

Havensd74 23 views 4 comments 0 points Most recent by Coach Natalie November 28Investments
Issues Connecting to National Life Group FDP-106 error (edited)

Lightning 23 views 4 comments 0 points Most recent by Lightning November 28Adding and Updating Accounts
PenFed - Getting 102 errors about 1 week

RobWilk 239 views 17 comments 0 points Most recent by RobWilk November 28Adding and Updating Accounts
118

Up Down

Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

In Review jonathanhle 866 views 32 comments 118 points Most recent by JWV November 28Feature Requests
1

Up

Add UBS Mortgage

Active JWV 22 views 3 comments 1 point Most recent by JWV November 28Report Missing Financial Institution
AssetMark, Inc./ewealthmanager.com not connecting FDP-105 error (edited)

I2Hunna 71 views 16 comments 0 points Most recent by Coach Natalie November 27Adding and Updating Accounts
TreasuryDirect - ibond - Not pulling latest dollar amount

Nu2Money 232 views 20 comments 0 points Most recent by Coach Natalie November 27Investments
3

Up

OneAmerica

In Review jarot540 128 views 7 comments 3 points Most recent by AndrewM November 27Report Missing Financial Institution
Missing IRA accounts with Vanguard (edited)

swiederin 2.4K views 70 comments 0 points Most recent by carbonUser November 26Adding and Updating Accounts
FDP-106 Error with Midwest Trust

NunyaBizness 13 views 1 comment 0 points Most recent by Coach Kristina November 26Adding and Updating Accounts
1

Up

Direct Express Debit Card (edited)

In Review WolfieGirl 37 views 0 comments 1 point Started by WolfieGirl November 26 Report Missing Financial Institution
Merrill Edge Workaround Found!

WolfieGirl 27 views 0 comments 2 points Started by WolfieGirl November 26 Adding and Updating Accounts

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