Financial Institution Specific Changes
- Transactions for US Bank CD Accounts
- HSA Bank - "HSA Invest" investment account not importing (as of 12/4/2024)
- TIAA Cash accounts moved to EverBank (As of 8/29/2024)
- Ally Bank Requiring Reauthorization (8/20/24)
- Optum Financial, Optum Bank and ConnectYourCare have been disabled (As of 06/27/2024)
- Fidelity Pension accounts
- Fidelity Charitable Gift Fund Accounts
- Updates to Fidelity Reward Visa Signature Credit Card
- Why Can't I Link My Virginia Retirement System Account?
- Why Can't I Link My Nelnet Account?
- Robinhood Accounts updating to the new connection
- Betterment Cash Reserve account listed as an Investment
- American Express Joint Credit Card Accounts
- Why Isn't My American Express Personal Savings Account Linking?
- Why isn't PayFlex Updating? (as of 7/5/2023)
- Why isn't PenFed Updating? (as of 10/12/2022)
- Issues with USAA accounts that use a Cybercode Token
- Refresh Blackout Periods
- Interactive Brokers
- My account is showing an error saying "This Account Appears to be Closed"
- My Betterment Account is Showing an Incorrect Password Error
- 2-Step Authentication required for PNC Bank
- My Self-Directed account (sub-account) is showing as a holding in my main account. Can it be linked separately instead?
- Cryptocurrency
- My accounts on the dashboard are duplicated
- Missing an account? Try this first.
- How do I enable Third Party Access to Huntington Bank?
- Some of my accounts are showing a Red or Yellow Icon next to them, what do they mean?
- I have several different types of Fidelity accounts from www.fidelity.com. I’m not sure which option to use to link all of them.
- Thrift Savings Plan (TSP) Linking Multiple Accounts