Online Banking

Merged: Can't report dividend income transactions in Fidelity Akoya downloads

Just want to help 1 view 0 comments 0 points Started by Just want to help August 2024 Adding and Updating Accounts

Chase Amazon Prime card only pulls in payments (edited)

Closed Gabe 350 views 19 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts

Care code: FDP-185 TIAA CREF and Fidelity Investments Care code: FDP-101

Closed kernels 106 views 1 comment 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts

FDP-108 with Laurel Road (edited)

Closed CericRushmore 164 views 15 comments 0 points Most recent by CericRushmore July 2024Adding and Updating Accounts

Fidelity Account via Finicity (Akoya) does not include Transaction history

Closed djhadams 341 views 10 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

[ONGOING] 07/16/24: Public returns a 105 error

Coach Jon 48 views 1 comment 1 point Most recent by Coach Jon July 2024Current Online Banking Issues

Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

Closed System 22 views 2 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

Linking Financial Institutions

Closed LJFiala 311 views 3 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

[ONGOING] 7/15/24: AXA Enterprise Funds - 401k returns a 102 error

Coach Natalie 25 views 1 comment 0 points Most recent by Coach Natalie July 2024Current Online Banking Issues

Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 73 views 0 comments 0 points Started by KB2014 July 2024 Investments

Quicken / Rocket Loans Connectivity

Closed wedgeloop 34 views 1 comment 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts

Unable to resolve Chase Account "needs attention"

Closed lindsayla18 250 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts

Optum FPD-103 error

Closed System 320 views 17 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

Empty Register with PayPal Credit Card (edited)

Closed Phogramity 1.1K views 63 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

Wells Fargo credit card showing zero balance

Closed nrp06 41 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

362

Apple Card & Savings Accounts (2 Merged Votes)

Completed Closed Chris Crosier 17.4K views 158 comments 362 points Most recent by Coach Natalie July 2024Report Missing Financial Institution

Venmo connection issue, no error code

Closed luarnmmm 26 views 2 comments 0 points Most recent by RobWilk July 2024Adding and Updating Accounts

Alliant credit union not connecting code FDP-105

Closed captainkeithy 47 views 1 comment 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

FDP-103 https://www.ubs.com/onesource/txn

Closed klarosa 22 views 1 comment 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

Milliman Benefits lost connection and won't reconnect

Closed Glennms 301 views 22 comments 1 point Most recent by vinceviloria July 2024Adding and Updating Accounts

1

Add support for Mexico banks (edited)

Active Alessandro Balcazar 22 views 0 comments 1 point Started by Alessandro Balcazar July 2024 Feature Requests

Merged: TD Retail Financing

nmcmahon1215 1 view 0 comments 1 point Started by nmcmahon1215 July 2024 Report Missing Financial Institution

Issues in Microsoft Edge, Chase Bank, Fidelity, Quicken Support

Closed OneThree 90 views 3 comments 0 points Most recent by DannyB July 2024Troubleshooting

Online Banking

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