Online Banking

Midland National Annuity FDP-106/FDP-108 (edited)

Closed PJLmoney 442 views 44 comments 0 points Most recent by PJLmoney August 2Adding and Updating Accounts

13

Revolut banking

Active mattk 466 views 7 comments 13 points Most recent by cadilhac August 1Report Missing Financial Institution or Biller

Accounts/transactions aren't updating (edited)

Closed Brainnrse 50 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts

Add SCE to linked companies

Closed Brainnrse 24 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts

Add Sunwest mortgage company

Closed Brainnrse 23 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts

1

Missing Student Loan Company - College Ave

dburks151 28 views 0 comments 1 point Started by dburks151 July 31 Report Missing Financial Institution or Biller

ONGOING 7/31/26: The Golden 1 Credit Union returns an FDP-105 error

Coach Natalie 1.4K views 3 comments -1 point Most recent by Coach Natalie July 31Current Online Banking Issues

LPL prompts for MFA with each update (edited)

Closed DingoBoy 86 views 3 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts

I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

Closed nganfield 429 views 28 comments 1 point Most recent by nganfield July 31Adding and Updating Accounts

No Discover transactions since last week

Closed System 129 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts

Discover being moved to Capital One

Closed neon45 375 views 10 comments 0 points Most recent by neon45 July 29Adding and Updating Accounts

Discover transactions before 3 months ago are missing, and only loan account is showing to link

Closed jerryvetter 41 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts

Has Error FDP-103 been resolved with UBS? (edited)

Closed Dana Lindsay 69 views 3 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts

306

Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

In Review jonathanhle 4.7K views 91 comments 306 points Most recent by explorer2024 July 28Feature Requests

14

Add support for Investor360

Active Ken M 1.3K views 43 comments 14 points Most recent by CashMeOutside July 28Report Missing Financial Institution or Biller

E*TRADE stocks are missing from the portfolio view (edited)

Closed vladinator 294 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts

Webull support

Answered ✓ Closed aMoistMuffin 46 views 1 comment 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts

Bank is sending in a positive balance instead of negative balance for mortgage account (edited)

Closed dthibode 205 views 12 comments 1 point Most recent by Coach Kristina July 25Adding and Updating Accounts

After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

Closed System 74 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts

DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

Closed JBB 219 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts

21

Bright Start Savings - for investors NOT advisors

In Review bowgy4 2.6K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller

Unable to connect to Alerus (FDP-106)

Closed rcortez 173 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts

11

Please Add Wise.com (aka Transferwise)

In Review TonyT 624 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller

PayPal Credit, MasterCard and Crypto missing transactions (edited)

Closed ReedD 218 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts

Online Banking

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