Online Banking

Discussion List

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  Transactions dont automatically import for Citi Smith Barney IRA (Morgan Stanley)

  Closed cmchattie 153 views 10 comments 0 points Most recent by cmchattie February 2024Adding and Updating Accounts
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  Marcus by Goldman Sachs FDP-102 Error (edited)

  Closed justlen 434 views 20 comments 0 points Most recent by juuull February 2024Adding and Updating Accounts
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  Bug: Connected Fidelity brokerage account does not include margin

  Closed divegoga 53 views 5 comments 1 point Most recent by Coach Natalie February 2024Investments
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  Lakeview Loan Servicing FDP-103 error persists

  Closed System 194 views 13 comments 0 points Most recent by SynVisions February 2024Adding and Updating Accounts
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  Ford Credit FDP-155 error (edited)

  Closed lfincher 198 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Portfolio Market value is more than double the real amount

  Closed mackyo123 44 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Cashed check comes through as a credit instead of debit (edited)

  Closed michfromflorida 54 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Cannot reconnect PNC Investment accounts - Hasnt worked for at least a month if not longer

  Closed floridaman5000 427 views 9 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Double-counting pending transactions for balance for Ally Bank.

  Closed karl_a 165 views 1 comment 1 point Most recent by UrsulaA February 2024Adding and Updating Accounts
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  Optum Financial HSA Incorrect Balance (edited)

  Closed Sample5175 136 views 2 comments 0 points Most recent by Sample5175 February 2024Adding and Updating Accounts
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  PSERS School Employees' Defined Contribution Plan 401K

  Closed madmoondog 106 views 11 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Still unable to connect to Pen Fed

  Closed System 94 views 2 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Marcus by Goldman Sachs Connection Issue (edited)

  Closed rdurbha 1.5K views 24 comments 4 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Getting FDP-105 errors when trying to connect to my bank

  Closed System 32 views 2 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Missing transaction after switching from pending status

  Closed Fepe 84 views 7 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Loancare balance only shows 0 (edited)

  Closed HouseOfSpend 11 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  USAA not updating checking account

  Closed Greymist 360 views 9 comments 0 points Most recent by Greymist February 2024Adding and Updating Accounts
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  Connecting to Pentagon Federal Credit Union

  Closed SJB 52 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Why does payee get changed to something illogical instead of just matching the statement?

  Closed quick username 694 views 33 comments 1 point Most recent by UrsulaA February 2024Report a Bug
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  Kindred Credit Union

  Closed Mff 23 views 1 comment 1 point Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Automatically de-dupe Paypal Transactions

  Active MovingFromMint 1.3K views 8 comments 26 points Most recent by Patriotic Bear February 2024Feature Requests
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  CareCredit account connection no longer works

  Closed Ryan-H 344 views 1 comment 1 point Most recent by UrsulaA February 2024Adding and Updating Accounts
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  Wells Fargo Credit Cards Not Updating

  Closed allensipe 74 views 2 comments 0 points Most recent by ajbopp February 2024Adding and Updating Accounts
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  Auto-fill MFA code on Mac

  Active markv 74 views 1 comment 2 points Most recent by Jake Pratt February 2024Feature Requests
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  Adding Cetera through AdviceWorks

  Answered ✓ Closed mollyoretsky 210 views 1 comment 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Unable to add Costco Citi card account (edited)

  Closed RLC 174 views 5 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Add support for Acorns Brokerage / Later accounts (edited)

  Active jvlachos 173 views 1 comment 2 points Most recent by Oleksander February 2024Report Missing Financial Institution