Online Banking

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

Closed JBB 350 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 3K 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 241 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts

11

Please Add Wise.com (aka Transferwise)

In Review TonyT 767 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 236 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 140 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 161 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts

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

Closed SashaMike 156 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 84 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts

ETrade FDP-103/FDP-105 (edited)

Closed neon45 498 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 36 views 1 comment 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts

Vanguard - can’t re-Auth / FDP-350

Closed ps56k 125 views 4 comments 0 points Most recent by Coach Jon July 17Adding and Updating Accounts

Prudential Financial FDP-103 (edited)

Closed ctanenbaum 216 views 15 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

Issue with Raymond James Financial Connection (FDP-185)

Closed ctanenbaum 875 views 49 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

5

Add Ollo Credit Card

Active EllieBean 131 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 54 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

TIAA FDP-105

Closed bhewey 75 views 1 comment 0 points Most recent by Coach Natalie July 15Adding and Updating Accounts

7

Need Petal Credit Card

In Review cconrado90 485 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 94 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 59 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 64 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 155 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts

PENDING Transactions NOT clearing and then dropped from the register (edited)

Closed fromawayme 70 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts

Chase balance not correct

Closed RetiredGuy 285 views 34 comments 0 points Most recent by EL1234 July 10Adding and Updating Accounts

Online Banking

Discussion List