Online Banking

Discussion List

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  [UPDATED] 11/26/24: Scotia Bank returns a 105 & 106 error

  Announcement Coach Natalie 143 views 2 comments 1 point Most recent by Coach Natalie December 11Current Online Banking Issues
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  Valic/AIG Retirement connection dropping every month

  N4KHQ 9 views 1 comment 0 points Most recent by Coach Jon December 11Adding and Updating Accounts
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  Security National Bank Iowa

  OmniProp 9 views 1 comment 1 point Most recent by Coach Jon December 11Adding and Updating Accounts
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  [ONGOING] 11/27/24: Chase - Online Balance Including Pending Transactions

  Coach Jon 474 views 1 comment -2 points Most recent by Coach Jon December 11Current Online Banking Issues
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  [ONGOING] 11/27/24: Payee Names downloading as "Check" for Multiple FI's

  Coach Jon 50 views 1 comment 0 points Most recent by Coach Jon December 11Current Online Banking Issues
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  Can't add U.S. Bancorp Investments Accounts due to FDP-105 error (edited)

  buttersh 179 views 18 comments 0 points Most recent by lovemango December 10Adding and Updating Accounts
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  Dovenmuehle Mortgage is not working for 2 weeks now.

  FutureEye 32 views 4 comments 0 points Most recent by FutureEye December 9Adding and Updating Accounts
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  Connection to Schools First FCU FDP-103 error (edited)

  J Himmel3 43 views 2 comments 0 points Most recent by Coach Jon December 9Adding and Updating Accounts
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 114 views 13 comments 1 point Most recent by Coach Natalie December 9Adding and Updating Accounts
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  Oregon College Savings Plan support

  In Review bellyitcher 145 views 6 comments 7 points Most recent by rapsamurai December 9Report Missing Financial Institution
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  Many, but not all, transactions in 2024 for one credit card have reverted to “pending”

  tylermdunn 55 views 7 comments 0 points Most recent by Coach Kristina December 8Report a Bug
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  Connection Request: Wex Benefits

  Dave L 15 views 2 comments 2 points Most recent by Dave L December 7Adding and Updating Accounts
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  Midland National Annuity FDP-108 error (edited)

  knphoenix16 100 views 13 comments 0 points Most recent by Coach Kristina December 7Adding and Updating Accounts
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  BMO Investorline

  Active donnajean 66 views 4 comments 2 points Most recent by Wonderful Preston December 6Report Missing Financial Institution
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  Cleared transaction still shows pending in the tooltip and balance is off

  System 405 views 61 comments 0 points Most recent by EL1234 December 5Adding and Updating Accounts
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  Need Mortgage bank added- Servbank

  Active rconnjr 147 views 8 comments 7 points Most recent by clintval December 5Report Missing Financial Institution
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  [ONGOING] 11/21/24: T. Rowe Price returns a 105 error

  Coach Jon 594 views 1 comment 3 points Most recent by Coach Jon December 5Current Online Banking Issues
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  [ONGOING] 11/21/24: UMB Bank - HSA returning FDP-579 (CP_Script_Error)

  Coach Jon 17 views 1 comment 0 points Most recent by Coach Jon December 5Current Online Banking Issues
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  FDP-530 for Royal Bank of Canada Wealth Management

  rjlovari 14 views 1 comment 0 points Most recent by Coach Jon December 5Adding and Updating Accounts
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  Add Current from Choice Financial Group

  SmartyKat92 10 views 1 comment 1 point Most recent by Coach Natalie December 4Adding and Updating Accounts
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  Waiting for an update on the SchoolsFirst issue.

  Mike Tu 105 views 1 comment 0 points Most recent by Coach Natalie December 4Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  System 27 views 2 comments 0 points Most recent by Coach Natalie December 4Adding and Updating Accounts
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  Prevent Apple Cash from syncing into Simplifi

  jstipe66 42 views 3 comments 0 points Most recent by SRC54 December 4Adding and Updating Accounts
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  NOT REALLY NEW: Chase bank balance includes pending transactions

  RobWilk 173 views 25 comments 0 points Most recent by EL1234 December 4Feedback
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  Having major trust issues with Simplifi

  Randy17485 95 views 11 comments 1 point Most recent by Randy17485 December 3Feedback
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  NewRez - Mortgage

  Whizbangreed 14 views 1 comment 0 points Most recent by Coach Natalie December 3Adding and Updating Accounts