Online Banking

After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

Closed System 80 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts

DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

Closed JBB 286 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts

21

Bright Start Savings - for investors NOT advisors

In Review bowgy4 2.8K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller

Unable to connect to Alerus (FDP-106)

Closed rcortez 204 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts

11

Please Add Wise.com (aka Transferwise)

In Review TonyT 691 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller

PayPal Credit, MasterCard and Crypto missing transactions (edited)

Closed ReedD 221 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts

4

Ability to organize MFA prompts when updating accounts (edited)

Active AlexB 121 views 3 comments 4 points Most recent by Coach Natalie July 21Feature Requests

Bridgecrest car loan account is showing the wrong remaining balance (edited)

Closed Asylum 132 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts

72

Please add OpenBank by Santander

Active StephenB 2.2K views 65 comments 72 points Most recent by pinecode July 20Report Missing Financial Institution or Biller

"Care Code: not found" / "to.100" with Gemini (edited)

Closed SashaMike 131 views 7 comments 0 points Most recent by SashaMike July 19Adding and Updating Accounts

Apple Savings balance switches to last deposit amount

Closed mtl_elias 66 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts

ETrade FDP-103/FDP-105 (edited)

Closed neon45 462 views 23 comments 0 points Most recent by neon45 July 17Adding and Updating Accounts

Optum Bank - Perpetual spinning wheel when trying to connect (edited)

Closed clappr 31 views 1 comment 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts

Vanguard - can’t re-Auth / FDP-350

Closed ps56k 111 views 4 comments 0 points Most recent by Coach Jon July 17Adding and Updating Accounts

Prudential Financial FDP-103 (edited)

Closed ctanenbaum 162 views 15 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

Issue with Raymond James Financial Connection (FDP-185)

Closed ctanenbaum 705 views 49 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

5

Add Ollo Credit Card

Active EllieBean 107 views 2 comments 5 points Most recent by EllieBean July 15Report Missing Financial Institution or Biller

3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

Closed mfinnegan 43 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

TIAA FDP-105

Closed bhewey 61 views 1 comment 0 points Most recent by Coach Natalie July 15Adding and Updating Accounts

7

Need Petal Credit Card

In Review cconrado90 423 views 13 comments 7 points Most recent by shevwill July 15Report Missing Financial Institution or Biller

Freedom Mortgage Mastercard 170 error when connecting; balance went to 0

Closed BudgetJunkie 81 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

401 invalid_client when trying to reconnect Partners Federal Credit Union

Closed cruisencode 52 views 2 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts

United Wholesale Mortgage account was moved to Bilt - "No accounts supported" message with Bilt

Closed kevsty1990 51 views 1 comment 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts

Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

Closed exabrial 111 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts

Online Banking

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