Online Banking

Discussion List

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  Add Sunwest mortgage company

  Brainnrse 21 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Missing Student Loan Company - College Ave

  dburks151 23 views 0 comments 1 point Started by dburks151 July 31 Report Missing Financial Institution or Biller
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  ONGOING 7/31/26: The Golden 1 Credit Union returns an FDP-105 error

  Coach Natalie 1.3K views 3 comments -1 point Most recent by Coach Natalie July 31Current Online Banking Issues
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  LPL prompts for MFA with each update (edited)

  DingoBoy 67 views 3 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts
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  I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

  nganfield 369 views 28 comments 1 point Most recent by nganfield July 31Adding and Updating Accounts
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  No Discover transactions since last week

  System 106 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts
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  Discover being moved to Capital One

  neon45 343 views 10 comments 0 points Most recent by neon45 July 29Adding and Updating Accounts
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  Discover transactions before 3 months ago are missing, and only loan account is showing to link

  jerryvetter 38 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Has Error FDP-103 been resolved with UBS? (edited)

  Dana Lindsay 64 views 3 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 4.6K views 91 comments 304 points Most recent by explorer2024 July 28Feature Requests
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  Add support for Investor360

  Active Ken M 1.2K views 43 comments 14 points Most recent by CashMeOutside July 28Report Missing Financial Institution or Biller
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  E*TRADE stocks are missing from the portfolio view (edited)

  vladinator 259 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts
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  Webull support

  Answered ✓ Closed aMoistMuffin 40 views 1 comment 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts
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  Bank is sending in a positive balance instead of negative balance for mortgage account (edited)

  Closed dthibode 201 views 12 comments 1 point Most recent by Coach Kristina July 25Adding and Updating Accounts
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  Closed System 69 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 197 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2.6K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller
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  Unable to connect to Alerus (FDP-106)

  Closed rcortez 148 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 593 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller
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  PayPal Credit, MasterCard and Crypto missing transactions (edited)

  Closed ReedD 164 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts
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  Ability to organize MFA prompts when updating accounts (edited)

  Active AlexB 94 views 3 comments 4 points Most recent by Coach Natalie July 21Feature Requests
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 9.3K views 172 comments 72 points Most recent by pat_carr July 20Report Missing Financial Institution or Biller