Online Banking

Discussion List

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  Fidelity Accounts - Finicity Transaction download

  Closed JimM 95 views 3 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Unable to Connect to Vanguard Account: FDP-105.

  Closed mjs560 102 views 3 comments 0 points Most recent by mjs560 September 2024Adding and Updating Accounts
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  Fidelity Accounts Not Updating/Resetting

  Closed amintzer 351 views 12 comments 0 points Most recent by JimM September 2024Adding and Updating Accounts
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  Merged: FDP-185 error, then FDP-102 error with Amex

  Closed System 11 views 0 comments 0 points Most recent by CR Fort Nine September 2024Adding and Updating Accounts
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  TIAA Care Code: FDP-102

  Closed thetrakuls 31 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Stifel balance issue NOT resolved

  Closed fredct 55 views 9 comments 0 points Most recent by fredct September 2024Adding and Updating Accounts
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  Credit One Bank - NV QCS-0429-2 [Edited]

  Closed djmccauley1958 31 views 2 comments 0 points Most recent by UrsulaA September 2024Adding and Updating Accounts
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  Roundpoint mortgage not connecting

  Closed MavenMac231 44 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  PA529 Invest *STILL* broken, over a year later

  Closed Diver4242 26 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  FDP-103 Error with Ally Bank (edited)

  Closed djmccauley1958 127 views 8 comments 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  Charles schwab "You have already added all your accounts" (edited)

  Closed bharathbselvaraj 64 views 5 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  NewRez synchronization not working

  Closed Brian Montague 374 views 22 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  American Express Credit Cards not Updating on Finicity platform

  Closed 5thompson 52 views 3 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  8
  Add back Interactive Brokers

  Completed Closed Jodi Edgar 187 views 8 comments 8 points Most recent by Coach Natalie September 2024Report Missing Financial Institution
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  Unable to add Fremont Bank account (error FDP-106)

  Closed EllieSchuh 57 views 6 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Discover Card returning FDP-102 Error

  Closed nakada 372 views 23 comments 0 points Most recent by KB2014 September 2024Adding and Updating Accounts
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  Is adding recurring bills when adding/linking an account expected in Simplifi now?

  Closed UrsulaA 41 views 3 comments 1 point Most recent by UrsulaA September 2024Bills and Income
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  Amazon (Synchrony) appears to be down (FDP-103)

  Closed RobWilk 46 views 2 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  Pending Transactions at Citibank are counted twice in account balance?

  Closed AshleyP 32 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Interactive Brokers LLC International Stocks Issue (edited)

  Closed james01 194 views 13 comments 1 point Most recent by Coach Natalie September 2024Investments
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  PNC Bank Account linking / updating failing

  Closed gdheisel 255 views 10 comments 1 point Most recent by JimRosebro September 2024Adding and Updating Accounts
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  An Added Fidelity Account will not appear or import

  Closed stuarto 378 views 40 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  A Tale of Two Checking Accounts

  Closed SRC54 35 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts
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  Error connecting to American Funds Retirement Planning Center (Care: FDP-155)

  Closed LyT 152 views 1 comment 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  2

  Up
  Coign Credit Card Request

  Active SRC54 61 views 5 comments 2 points Most recent by SRC54 September 2024Report Missing Financial Institution
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  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 317 views 5 comments 2 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Merged: Ally Bank

  djmccauley1958 11 views 0 comments 0 points Started by djmccauley1958 September 2024 Adding and Updating Accounts
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 510 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  American Century Investment Missing Accounts (edited)

  Closed Tony A 160 views 28 comments 0 points Most recent by vollmas September 2024Adding and Updating Accounts