Online Banking

Discussion List

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  Unsupported financial institutions that are still not listed as unsupported.

  Closed Drew 379 views 1 comment 1 point Most recent by Coach Natalie February 2023Adding and Updating Accounts
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  New Direction Trust Company (roth IRA)

  Active laur 22 views 0 comments 1 point Started by laur February 2023 Report Missing Financial Institution
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  Question for Flopbot

  Answered ✓ Closed System 102 views 5 comments 0 points Most recent by Clark February 2023Adding and Updating Accounts
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  Edward Jones not Updating- Urgent FDP-187

  Closed Clark 329 views 12 comments 0 points Most recent by Clark February 2023Adding and Updating Accounts
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  Prime Store Card (Amazon/Synchrony) rarely (or never?) matches transactions

  Closed RobWilk 212 views 3 comments 1 point Most recent by Flopbot February 2023Adding and Updating Accounts
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  Known issue ... fixed? (PenFed)

  Closed RobWilk 80 views 1 comment 0 points Most recent by Coach Natalie February 2023Feedback
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  Unable to connect to the Prudential institution(s) in Simplifi (edited)

  Closed rickey 317 views 1 comment 2 points Most recent by Coach Natalie February 2023Adding and Updating Accounts
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  Yesterday my bank wouldn't update because of authenticating issues - First US Bank (edited)

  Closed SRC54 153 views 9 comments 3 points Most recent by SRC54 February 2023Adding and Updating Accounts
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  Chase accounts are linked, but don't show up.

  Closed asakhai 178 views 4 comments 0 points Most recent by asakhai February 2023Adding and Updating Accounts
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  Citi Bank: Cannot Connect My Accounts Any Longer

  Closed Slcrhoffman 257 views 1 comment 0 points Most recent by Coach Natalie February 2023Adding and Updating Accounts
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  Transactions not downloading from Wells Fargo again

  Closed System 511 views 41 comments 1 point Most recent by Coach Natalie February 2023Adding and Updating Accounts
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  Old National Bank Continues to Give 106 Error and Ask to Reconnect

  Closed Mike T 52 views 5 comments 0 points Most recent by Mike T February 2023Adding and Updating Accounts
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  Pending transactions with Wells Fargo

  Closed System 1.5K views 6 comments 0 points Most recent by Coach Natalie February 2023Adding and Updating Accounts
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  Zero balance on connected Interactive Brokers account

  Closed LADL00k 824 views 6 comments 0 points Most recent by TonyS February 2023Adding and Updating Accounts
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  Amtrak rewards credit card FNBO

  Closed scebula 184 views 1 comment 1 point Most recent by scebula February 2023Adding and Updating Accounts
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  Improved Log-in For Amex Credit Cards Coming?

  Answered ✓ Closed SRC54 42 views 1 comment 0 points Most recent by Coach Natalie February 2023Adding and Updating Accounts
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  Newly added financial institutions!

  Closed Coach Natalie 264 views 0 comments 3 points Started by Coach Natalie February 2023 Updates From the Product Team
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  Accounts fail to update, even when manually prompted

  Closed thsourg 83 views 3 comments 0 points Most recent by RobWilk February 2023Adding and Updating Accounts
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  Missing transaction with Amex and wrong balance

  Closed Far 73 views 1 comment 0 points Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Sync on a timer

  Answered ✓ Closed dutchie027 119 views 3 comments 1 point Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Don't feel like we are being supported with any urgency.

  Closed bobluck 22 views 3 comments 0 points Most recent by Chrobrego January 2023Feedback
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  Unable to add AMEX Savings account (edited)

  Answered ✓ Closed duffythered 96 views 2 comments 0 points Most recent by duffythered January 2023Adding and Updating Accounts
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  Bank of the west - no transactions

  Closed ELS 42 views 1 comment 0 points Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Has anyone had success accessing USAA while using Symantec VIP?

  Answered ✓ Closed Micah S 238 views 3 comments 0 points Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Optum Financial Not working - 102 error (edited)

  Closed Jrmclean 620 views 53 comments 0 points Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Enzo financial institution

  Active thsourg 63 views 2 comments 1 point Most recent by thsourg January 2023Report Missing Financial Institution