Online Banking

Answered ✓ Closed hubert.casimiro 72 views 2 comments 1 point Most recent by hubert.casimiro February 2024Adding and Updating Accounts

Citi cards not linking

Answered ✓ Closed mck1996 52 views 1 comment 0 points Most recent by mck1996 February 2024Adding and Updating Accounts

University of michigan credit union missing

Closed mackswim 14 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts

Can't Connect Any Fidelity Account

Closed Skylyn 230 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts

Simplifi not adding all accounts from Wells Fargo

Closed JCF 50 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts

FDP-102 error with Discover Card

Closed System 138 views 5 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts

Guideline.com asking for authentication code every time the app is opened

Closed Vinorixus 23 views 0 comments 0 points Started by Vinorixus February 2024 Adding and Updating Accounts

Merged: Fidelity HSA

thalaivar 21 views 0 comments 0 points Started by thalaivar February 2024 Adding and Updating Accounts

9

Canadian Bank: CIBC [edited] (1 Merged Vote)

Completed Closed System 872 views 21 comments 9 points Most recent by rdunlop February 2024Report Missing Financial Institution

4

SEI invest - Access My Portfolio

Active eskay311 95 views 3 comments 4 points Most recent by CincyJ February 2024Report Missing Financial Institution

please add university of Michigan credit union (edited)

Closed mackswim 18 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Having Issue with adding BCU (edited)

Closed Mary G 22 views 2 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Transactions dont automatically import for Citi Smith Barney IRA (Morgan Stanley)

Closed cmchattie 156 views 10 comments 0 points Most recent by cmchattie February 2024Adding and Updating Accounts

Marcus by Goldman Sachs FDP-102 Error (edited)

Closed justlen 426 views 20 comments 0 points Most recent by juuull February 2024Adding and Updating Accounts

Bug: Connected Fidelity brokerage account does not include margin

Closed divegoga 50 views 5 comments 0 points Most recent by Coach Natalie February 2024Investments

Lakeview Loan Servicing FDP-103 error persists

Closed System 172 views 13 comments 0 points Most recent by SynVisions February 2024Adding and Updating Accounts

Ford Credit FDP-155 error (edited)

Closed lfincher 147 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Portfolio Market value is more than double the real amount

Closed mackyo123 44 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Cashed check comes through as a credit instead of debit (edited)

Closed michfromflorida 57 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Cannot reconnect PNC Investment accounts - Hasnt worked for at least a month if not longer

Closed floridaman5000 351 views 9 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Double-counting pending transactions for balance for Ally Bank.

Closed karl_a 138 views 1 comment 1 point Most recent by UrsulaA February 2024Adding and Updating Accounts

Optum Financial HSA Incorrect Balance (edited)

Closed Sample5175 120 views 2 comments 0 points Most recent by Sample5175 February 2024Adding and Updating Accounts

PSERS School Employees' Defined Contribution Plan 401K

Closed madmoondog 101 views 11 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Still unable to connect to Pen Fed

Closed System 73 views 2 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Marcus by Goldman Sachs Connection Issue (edited)

Closed rdurbha 1.3K views 24 comments 4 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Student Loan Account, VSAC, no longer connecting

Pharoiste 181 views 19 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

1

MnPera -Minnesota Public Employee Retirement

Active ericmn 82 views 2 comments 1 point Most recent by Coach Natalie February 2024Report Missing Financial Institution

1

Add more identifying info to the bank MFA screen so we know what account it's for (edited)

Active simplify 24 views 0 comments 1 point Started by simplify February 2024 Feature Requests

Online Banking

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