Online Banking

Discussion List

• 
  Northpointe Mortgage has changed

  Closed jdaubs45 2 views 1 comment 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Connection problem to link FNBO credit card

  Closed Ichigooo 41 views 4 comments 0 points Most recent by Ichigooo February 2025Adding and Updating Accounts
• 
  Unable to link to existing accounts with Wells Fargo

  Closed ejs 153 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts
• 
  Digital Federal Credit Union (DCU) not updating

  Closed ejs 111 views 5 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  21st Mortgage FDP-155

  Closed Cayman C 11 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
• 
  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 62 views 8 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Stifel Account Balance Issue Update? (edited)

  Answered ✓ Closed LucasJohnson 31 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  [ONGOING] 01/22/25: Jackson National Life returning an FDP-102

  Coach Jon 76 views 1 comment 0 points Most recent by Coach Jon February 2025Current Online Banking Issues
• 
  The whole Empower fiasco

  Closed nrp06 51 views 1 comment 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts
• 
  Wealthfront No Longer Syncs. api.database.accountkey.notfound - FDP-103 (edited)

  Closed Zerlegen 175 views 21 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Apple Cash family account

  Closed ejs 11 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  What Kinds of Connection Methods Does Simplifi Have?

  Answered ✓ Closed lsgc123 112 views 2 comments 0 points Most recent by lsgc123 February 2025Adding and Updating Accounts
• 
  Ascensus - RPLink FDP-102

  Closed Cruisemode3 197 views 6 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Robinhood doesn't show total balance anymore

  Closed vchan 818 views 12 comments 0 points Most recent by rogerh February 2025Investments
• 
  Northwestern Mutual Investment Services

  Closed bhsorrow 168 views 1 comment 3 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
• 
  Valic/AIG No Longer connecting

  Closed damnedxer 35 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
• 
  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 60 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  4
  Only detect NEW Recurring Transactions when connecting or reconnecting account (edited)

  In Progress UrsulaA 117 views 13 comments 4 points Most recent by RoRo February 2025Feature Requests
• 
  Please add US Bank (Kroger credit card)

  Closed damnedxer 21 views 4 comments 0 points Most recent by damnedxer February 2025Adding and Updating Accounts
• 
  FDP-106 Error with ADP Retirement

  Closed HMC 29 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Merril Lynch account still not working

  Closed Adeem Fenster 2.7K views 96 comments 1 point Most recent by MishaM February 2025Adding and Updating Accounts
• 
  0

  Up
  iSolved Benefit Service (HSA)

  Active lsgc123 36 views 0 comments 0 points Started by lsgc123 February 2025 Report Missing Financial Institution or Biller
• 
  1

  Up
  Popular Bank (www.popularbank.com)

  Active SZR 12 views 0 comments 1 point Started by SZR February 2025 Report Missing Financial Institution or Biller
• 
  Aramark/random transactions not appearing

  Closed skinnybuddha 1 view 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts