Online Banking

Discussion List

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

  Closed davidcwalls 436 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 Most recent by ps56k April 2025Adding and Updating Accounts
• 
  FourLeaf: Balance (with Pending) is not right

  Closed RobWilk 22 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

  Up
  SEI invest - Access My Portfolio

  Active eskay311 179 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 Most recent by Snipes April 2025Adding and Updating Accounts
• 
  First US Bank (Alabama) is downloading incorrect current balance

  Closed SRC54 55 views 11 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts
• 
  2

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

  Active subiemat 47 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
• 
  [ONGOING] 03/21/25: MidFirst Bank returns FDP-107 error

  Coach Jon 1K views 1 comment -3 points Most recent by Coach Jon April 2025Current Online Banking Issues
• 
  Add Raymour and Flanagan store card

  Closed mthoman1 11 views 1 comment 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  Target Credit Card (Care code: FDP-102 error)

  Closed Scrid_HB 81 views 5 comments 0 points Most recent by Scrid_HB April 2025Adding and Updating Accounts
• 
  Merged: Transactions with (incorrect) amount of 0.00. What the heck?

  Closed barncrow 31 views 0 comments 0 points Most recent by PatD April 2025Adding and Updating Accounts
• 
  13

  Up
  Add Samsung Financing (TD bank)

  Active RobWilk 582 views 20 comments 13 points Most recent by mthoman1 April 2025Report Missing Financial Institution or Biller
• 
  Please add Currence

  Closed Kris M 11 views 1 comment 1 point Most recent by Coach Natalie April 2025Adding and Updating Accounts
• 
  ComputerShare connection not working FDP-106 error (edited)

  Closed lencoh82 215 views 5 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  Can't find U.S. Bank investment account

  Closed bitluna 17 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  [ONGOING] 11/8/24: Nordstrom Card Account Blocking Connection

  Coach Natalie 2.2K views 5 comments 0 points Most recent by Coach Natalie April 2025Current Online Banking Issues
• 
  1

  Up
  Unity by Hard Rock Credit Card (Bread Financial/Comenity)

  Active RobWilk 125 views 0 comments 1 point Most recent by RobWilk April 2025Report Missing Financial Institution or Biller
• 
  Merged: Is anyone else having trouble connecting to Computershare.com to refresh accounts??

  Closed grmtnboy 1 view 0 comments 0 points Most recent by grmtnboy April 2025Adding and Updating Accounts
• 
  FourLeaf: Logo Missing

  Closed RobWilk 11 views 2 comments 0 points Most recent by RobWilk April 2025Report a Bug
• 
  Citibank migration

  Closed lbyowell 38 views 2 comments 0 points Most recent by RobWilk April 2025Adding and Updating Accounts
• 
  Repeat Errors with Fidelity Accounts from two users

  Closed whyme 33 views 6 comments 0 points Most recent by whyme April 2025Adding and Updating Accounts
• 
  1

  Up
  NW Preferred Federal Credit Union (edited)

  Active mssimpli 24 views 5 comments 1 point Most recent by mssimpli March 2025Report Missing Financial Institution or Biller
• 
  1

  Up
  Mohela - Elfi (edited)

  Active jdrenovsky 42 views 3 comments 1 point Most recent by Coach Natalie March 2025Report Missing Financial Institution or Biller
• 
  Barclay Card US transactions not importing

  Closed wiatt 62 views 2 comments 1 point Most recent by Coach Natalie March 2025Adding and Updating Accounts