Online Banking

27

Add Affirm Bank

In Review rosalynraelyn 1.3K views 20 comments 27 points Most recent by botjnilt April 2025Report Missing Financial Institution or Biller

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

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

Closed Edmondg1 417 views 2 comments 0 points Most recent by Flopbot April 2025Feedback

Charles Schwab downloaded creating many $0 transactions

Closed PhilS 442 views 15 comments 0 points Most recent by flintster_99 April 2025Adding and Updating Accounts

Vanguard connections resetting everyday

Closed Elvin 505 views 9 comments 0 points Most recent by ssparrish April 2025Adding and Updating Accounts

Elan Financial Services

Closed KB2014 31 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 11 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 4K views 1 comment 4 points Most recent by Coach Natalie April 2025Announcements

Merrill Edge Unable to Connect

Closed Dave L 207 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 95 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 41 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 118 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 21 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 62 views 6 comments 1 point Most recent by DryHeat April 2025Feature Requests

Simplifi won't add all Fidelity accounts.

Closed Mortimer Duke 22 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 435 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 24 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_ 2 views 1 comment 1 point Most recent by Coach Kristina April 2025Adding and Updating Accounts

5

SEI invest - Access My Portfolio

Active eskay311 181 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 52 views 11 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts

Online Banking

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