Online Banking

Unable to link to existing accounts with Wells Fargo

Closed ejs 198 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts

Digital Federal Credit Union (DCU) not updating

Closed ejs 140 views 5 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

21st Mortgage FDP-155

Closed Cayman C 16 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

Capital one transactions importing with last four digits of credit card in the payee name

Closed leothemack 121 views 8 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

Stifel Account Balance Issue Update? (edited)

Answered ✓ Closed LucasJohnson 54 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

ONGOING 2/5/25: Jackson National Life returning an FDP-102

Coach Jon 78 views 1 comment 0 points Most recent by Coach Jon February 2025Current Online Banking Issues

The whole Empower fiasco

Closed nrp06 74 views 1 comment 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts

Wealthfront No Longer Syncs. api.database.accountkey.notfound - FDP-103 (edited)

Closed Zerlegen 247 views 21 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

Apple Cash family account

Closed ejs 22 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

What Kinds of Connection Methods Does Simplifi Have?

Answered ✓ Closed lsgc123 282 views 2 comments 0 points Most recent by lsgc123 February 2025Adding and Updating Accounts

Ascensus - RPLink FDP-102

Closed Cruisemode3 228 views 6 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

Robinhood doesn't show total balance anymore

Closed vchan 1.2K views 12 comments 0 points Most recent by rogerh February 2025Investments

Northwestern Mutual Investment Services

Closed bhsorrow 233 views 1 comment 3 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

Valic/AIG No Longer connecting

Closed damnedxer 39 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

PayPal Credit Transactions Why Everything showing as income

Closed KJJ 76 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

4

Only detect NEW Recurring Transactions when connecting or reconnecting account (edited)

In Progress UrsulaA 168 views 13 comments 4 points Most recent by RoRo February 2025Feature Requests

Please add US Bank (Kroger credit card)

Closed damnedxer 48 views 4 comments 0 points Most recent by damnedxer February 2025Adding and Updating Accounts

FDP-106 Error with ADP Retirement

Closed HMC 46 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

Merril Lynch account still not working

Closed Adeem Fenster 3.1K views 95 comments 1 point Most recent by MishaM February 2025Adding and Updating Accounts

1

Popular Bank (www.popularbank.com)

Active SZR 14 views 0 comments 1 point Most recent by SZR February 2025Report Missing Financial Institution or Biller

Aramark/random transactions not appearing

Closed skinnybuddha 4 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Multiple FI's FDP-185 error (edited)

Closed Duke0486 510 views 11 comments 1 point Most recent by Coach Kristina February 2025Adding and Updating Accounts

We are unable to connect to Chase at this time. Care Code: 2505

Closed RobWilk 159 views 1 comment 1 point Most recent by Coach Kristina February 2025Adding and Updating Accounts

Online Banking

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