Online Banking

Merged: Unable to add Barclays Savings Account

Closed System 11 views 0 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts

27

Add Affirm Bank

In Review rosalynraelyn 1.2K views 20 comments 27 points Most recent by botjnilt April 2025Report Missing Financial Institution or Biller

How are we supposed to add a spouses accounts to Quicken - in particular an Apple Card?

Closed Edmondg1 382 views 2 comments 0 points Most recent by Flopbot April 2025Feedback

Charles Schwab downloaded creating many $0 transactions

Closed PhilS 445 views 16 comments 0 points Most recent by flintster_99 April 2025Adding and Updating Accounts

Vanguard connections resetting everyday

Closed Elvin 487 views 9 comments 0 points Most recent by ssparrish April 2025Adding and Updating Accounts

Elan Financial Services

Closed KB2014 32 views 4 comments 0 points Most recent by KB2014 April 2025Adding and Updating Accounts

Error FDP-102 at Winthrop Area Federal Credit Union

Closed Kilton Webb 1 view 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Barclaycard FDP-108 error

Closed Msmith60 13 views 3 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts

[ONGOING] Errors connecting to Vanguard Accounts or enrolling with new Vanguard connection method

Closed Coach Janean 3.9K views 1 comment 4 points Most recent by Coach Natalie April 2025Announcements

Merrill Edge Unable to Connect

Closed Dave L 195 views 5 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Change the account connection error symbol back to a cloud icon (edited)

Closed Duke0486 92 views 7 comments 2 points Most recent by Coach Jon April 2025Feedback

Boeing Employee Credit Union FDP-106 error

Closed System 22 views 4 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Simplifi will not connect to USAA

Closed TerriHoward 42 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts

Cannot add Wealthfront accounts to my Quicken Simplifi

Closed Cholda 104 views 2 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

my banc account is not updating transaction and also some credit card show on a zero balance

Closed Jozsef52 23 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

1

Modify [the community] to have a dedicated section for connection issues

Already Offered Closed DryHeat 56 views 6 comments 1 point Most recent by DryHeat April 2025Feature Requests

Simplifi won't add all Fidelity accounts.

Closed Mortimer Duke 21 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

Closed davidcwalls 391 views 26 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts

Merged: Vanguard - Re-authorization FDP-350

Closed ps56k 1 view 0 comments 0 points Started by ps56k April 2025 Adding and Updating Accounts

FourLeaf: Balance (with Pending) is not right

Closed RobWilk 21 views 4 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Unable to Connect to Barclays Bank Delaware

Closed Mortimer Duke 52 views 2 comments 0 points Most recent by PeteABC123 April 2025Adding and Updating Accounts

John Hancock 529

Closed Slater007 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Adding and Updating Accounts

Add Fremont Bank for more than just mortgages

Closed C15H_ 1 view 1 comment 1 point Most recent by Coach Kristina April 2025Adding and Updating Accounts

5

SEI invest - Access My Portfolio

Active eskay311 171 views 4 comments 5 points Most recent by Slater007 April 2025Report Missing Financial Institution or Biller

Merged: Coinbase Update

Closed Snipes 1 view 0 comments 0 points Started by Snipes April 2025 Adding and Updating Accounts

First US Bank (Alabama) is downloading incorrect current balance

Closed SRC54 54 views 11 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts

2

Show the 'Last Updated' timestamp in the Accounts List (edited)

Active subiemat 44 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests

Online Banking

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