Online Banking

Discussion List

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  HealthEquity HSA Investment Account Missing

  aqua 59 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  CareCredit account no longer available to connect after login portal migration (FDP-103)

  daeSTorm 40 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
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  Historical data for some accounts not being pulled in

  System 12 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Bill N 17 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  ambronet 266 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  [ONGOING] 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Coach Jon 90 views 1 comment 1 point Most recent by Coach Jon February 18Current Online Banking Issues
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  ADP Retirement Services - Care Code: Not found / FDP-103 (edited)

  jgould56 81 views 13 comments 0 points Most recent by Coach Jon February 17Adding and Updating Accounts
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  Simplifi won't add an RSU account with Fidelity (edited)

  Mortimer Duke 48 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  [ONGOING] 2/3/26: NY’s 529 College Savings Program returns an FDP-102 error

  Coach Natalie 113 views 1 comment 0 points Most recent by Coach Natalie February 17Current Online Banking Issues
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  [ONGOING] 2/3/26: Berkshire Bank WC returns an FDP-101 error

  Coach Natalie 15 views 1 comment 0 points Most recent by Coach Natalie February 17Current Online Banking Issues
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  Pending transactions not downloading from Citizens (edited)

  amlafleur 13 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  http://www.netxinvestor.com/ based accounts need one time code every time

  everydave 14 views 3 comments 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  [ONGOING] 02/02/26: EQ Bank returns FDP-106 error

  Coach Jon 72 views 1 comment 0 points Most recent by Coach Natalie February 16Current Online Banking Issues
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  [ONGOING] 02/02/26: Vancity Credit Union returns FDP-102 error

  Coach Jon 282 views 1 comment 1 point Most recent by Coach Natalie February 16Current Online Banking Issues
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  E*TRADE Financial Credit Card returning FDP-141 error

  vladinator 28 views 3 comments 0 points Most recent by Coach Kristina February 15Adding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 1.5K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  When Simplifi's and the Bank's Balances Differ?

  Mortimer Duke 19 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  gm financial auto - FDP-106 (edited)

  sgrnspan 127 views 16 comments 0 points Most recent by sgrnspan February 13Adding and Updating Accounts
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  Having trouble adding 401k through Alight (Something went wrong error) [edited]

  BobH 33 views 2 comments 0 points Most recent by BobH February 13Adding and Updating Accounts
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  HSA Bank - Known Issue Prioritization (edited)

  GlobalChanges 44 views 1 comment 1 point Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 961 views 55 comments 1 point Most recent by MatthewR February 13Adding and Updating Accounts
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  Add Rakuten AmEx/Imprint card support

  wpedraza 26 views 3 comments 1 point Most recent by Coach Natalie February 13Report Missing Financial Institution or Biller
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  ADP Retd. Services - FDP-101 error

  System 37 views 5 comments 0 points Most recent by jf300 February 13Adding and Updating Accounts
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  77
  Add support for BILT Rewards Mastercard

  Completed 7brian 2.5K views 62 comments 77 points Most recent by RetiredGuy1952 February 13Report Missing Financial Institution or Biller