Online Banking

Discussion List

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  Valic/AIG Retirement connection dropping every month

  Closed N4KHQ 14 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Security National Bank Iowa

  Closed OmniProp 1 view 1 comment 1 point Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Connection to Schools First FCU FDP-103 error (edited)

  Closed J Himmel3 51 views 2 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Oregon College Savings Plan support

  In Review bellyitcher 165 views 6 comments 7 points Most recent by rapsamurai December 2024Report Missing Financial Institution
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  Many, but not all, transactions in 2024 for one credit card have reverted to “pending”

  Closed tylermdunn 66 views 7 comments 0 points Most recent by Coach Kristina December 2024Report a Bug
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  Connection Request: Wex Benefits

  Closed Dave L 52 views 2 comments 2 points Most recent by Dave L December 2024Adding and Updating Accounts
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  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 485 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
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  Need Mortgage bank added- Servbank

  Active rconnjr 161 views 8 comments 7 points Most recent by clintval December 2024Report Missing Financial Institution
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  FDP-530 for Royal Bank of Canada Wealth Management

  Closed rjlovari 12 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Add Current from Choice Financial Group

  Closed SmartyKat92 14 views 1 comment 1 point Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Waiting for an update on the SchoolsFirst issue.

  Closed Mike Tu 123 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  Closed System 42 views 2 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Prevent Apple Cash from syncing into Simplifi

  Closed jstipe66 73 views 3 comments 1 point Most recent by SRC54 December 2024Adding and Updating Accounts
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  NOT REALLY NEW: Chase bank balance includes pending transactions

  Closed RobWilk 336 views 25 comments 0 points Most recent by EL1234 December 2024Feedback
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  Having major trust issues with Simplifi

  Closed Randy17485 101 views 11 comments 1 point Most recent by Randy17485 December 2024Feedback
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  NewRez - Mortgage

  Closed Whizbangreed 70 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Merged: Over a month for LPL

  Closed justlen 1 view 0 comments 0 points Started by justlen December 2024 Adding and Updating Accounts
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  APMEX FDP-105 error (edited)

  Closed brianperry263 36 views 5 comments 1 point Most recent by brianperry263 December 2024Adding and Updating Accounts
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  Schwab Retirement Technologies

  Active chrisnre 207 views 6 comments 3 points Most recent by mbaylor December 2024Report Missing Financial Institution
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  Bank link option needed for servicing.mohela.com

  Closed Altdata 23 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Problems with linking to MassMutual.com

  Closed Altdata 14 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Fidelity accounts wont reconnect - have to create brand new connections

  Closed admarkowitz 52 views 1 comment -1 point Most recent by admarkowitz December 2024Adding and Updating Accounts
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  Weird Bank Behavior

  Closed SRC54 41 views 6 comments 1 point Most recent by SRC54 December 2024The Water Cooler
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  Gesa Credit union connecting but not updating transactions

  Closed Bill G 124 views 3 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Unable to connect to Schools First FCU due to FDP-103 error (edited)

  Closed PTHerv 287 views 9 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Guaranteed Rate Mortgage

  Active jstraw 42 views 2 comments 5 points Most recent by abcdef December 2024Report Missing Financial Institution