Online Banking

Wealthscape Investor - "Bank is not available" (edited)

Closed denimike 23 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts

Unable to connect BMO Bank of Montreal - FDP-101 (edited)

awfulhak 150 views 17 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts

Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

Closed rkjones 40 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

My Savings Account downloaded this morning and showed a $0.00 balance!!!

Closed SRC54 17 views 0 comments 0 points Started by SRC54 December 2025 Adding and Updating Accounts

Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

Closed jskup 33 views 4 comments 0 points Most recent by jskup December 2025Adding and Updating Accounts

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

PJLmoney 278 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

Request: link U.S. Bank retirement accounts

Closed mattyrazz7 39 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts

[ONGOING] 11/20/25: HealthEquity returns an FDP-102 error

Coach Natalie 229 views 1 comment 0 points Most recent by Coach Jon December 2025Current Online Banking Issues

CIT Bank N.A request-body-field error

Closed Marquette42 148 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts

Add State Nebraska Bank and Trust

Closed Krick 22 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts

2

Flourish

Completed Closed Duke0486 23 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution

CIT account showing wrong balance (edited)

Closed Marquette42 47 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts

SoFi Brokerage & IRA Account Balances

Closed MikeZ 27 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts

1

Add Rocket Loans

Active Krick 34 views 0 comments 1 point Started by Krick December 2025 Report Missing Financial Institution

TD Bank/First Community Bank connection has failed (edited)

Closed CleoZ 89 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts

FDP-103 Error still exists with Tangerine

Closed ratienza 171 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts

[ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

Coach Jon 71 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues

[ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

Coach Natalie 186 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues

Known error showing Robinhood as not working.

Closed FutureEye 16 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community

2

Need support for Cognizant Voya Retirement Account

Completed Closed FutureEye 42 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution

Home bank www.home24bank.com Business Portal

Closed tbestjr81 10 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

Closed LJMR 70 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

6

Metlife HSA (edited)

Active FutureEye 167 views 13 comments 6 points Most recent by FutureEye December 2025Report Missing Financial Institution

Baird Account Missing Holdings (edited)

disc2120 68 views 9 comments 0 points Most recent by Coach Natalie December 2025Investments

Nationwide 401k FDP-106

Closed cl134 22 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

1

Please add iTrustCapital

Active MrMcNuggets 7 views 0 comments 1 point Started by MrMcNuggets December 2025 Report Missing Financial Institution

Logix issue update? (edited)

Closed MiketheFerg 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

Online Banking

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