Online Banking

Discussion List

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  Support for Interactive Brokers and easier exclusion on reports

  Closed bonehead00 90 views 2 comments 1 point Most recent by UrsulaA February 2024Feedback
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  Fidelity: 2 transactions become one?

  Closed michfromflorida 62 views 5 comments 0 points Most recent by UrsulaA February 2024Adding and Updating Accounts
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  Brokerage account balance not updating in the Balances tab or Accounts List

  Closed System 144 views 6 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Unable to connect Macy's card FDP-106/105 error (edited)

  Closed Deihmos 315 views 9 comments 0 points Most recent by DannyB February 2024Adding and Updating Accounts
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  Checking balance correct but, not showing transactions. .

  Closed RandyH 50 views 3 comments 0 points Most recent by RandyH February 2024Managing Your Transactions
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  Guild Mortgage Connectivity Issues Remain

  Closed champion13 191 views 7 comments 1 point Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Merged: Nelnet FDP-155 error (edited)

  jaiv 11 views 0 comments 1 point Started by jaiv February 2024 Adding and Updating Accounts
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  When will Nelnet Connection be resolved?

  Answered ✓ Closed basquegirl42 642 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Credit Card Balances Incorrect in Accounts List

  Closed ajbopp 36 views 2 comments 0 points Most recent by ajbopp February 2024Adding and Updating Accounts
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  Fairway Mortgage not synching or connecting Care Code: to.100 (edited)

  Closed StaZac 57 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Raytheon Benefits Center - FDP-3000 Error

  Closed kevangannon 204 views 28 comments 0 points Most recent by kevangannon February 2024Adding and Updating Accounts
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  Venmo Issue

  Closed swiederin 638 views 14 comments 0 points Most recent by B Davis February 2024Adding and Updating Accounts
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  Adding Putnam Investment Account Returns with error FDP-103

  Closed mattman6150 80 views 4 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Bank of America not authorizing

  Closed Mishology 45 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Can't connect my Bank Of America account

  Closed AGSaves 234 views 2 comments 0 points Most recent by AGSaves February 2024Adding and Updating Accounts
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  New bank account showing access by unknown device...

  Closed DavidLC 97 views 3 comments 0 points Most recent by RockLee February 2024Adding and Updating Accounts
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 239 views 18 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  trying to login to Raymond James returns a multi-authentication error

  Closed System 139 views 12 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Please add Mercury (mercury.com) to financial institutions (edited)

  In Review jeffbcraven 229 views 9 comments 8 points Most recent by Babachu February 2024Report Missing Financial Institution
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  Desjardins, CIBC (Canada), National Bank of Canada (+National Bank Independent Network)

  Closed Jota Efe 426 views 9 comments 3 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Raymond James - Client Access (edited)

  Closed DGay 179 views 6 comments 1 point Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Merged: Nelnet Connection Issue FDP-155

  nitz64 141 views 0 comments 1 point Started by nitz64 February 2024 Adding and Updating Accounts
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  Merged: Mercury Card

  Clem 1 view 0 comments 1 point Started by Clem February 2024 Report Missing Financial Institution
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  Unable to link live Oak Bank personal savings

  Closed memapoppi 50 views 3 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  3

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  AAA Travel Advantage Credit Card - Comenity (edited)

  Active Charles Collins 277 views 5 comments 3 points Most recent by MisterMewer February 2024Report Missing Financial Institution
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  FDP-101 Error Adding Evergreen Home Loans (edited)

  Closed mjhedrick 114 views 8 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Please support Robinhood Oauth2

  Closed simplira 249 views 1 comment 2 points Most recent by Coach Kristina February 2024Adding and Updating Accounts