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Re: ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued
ONGOING 11/8/25 This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information…1 -
Re: ONGOING 1/6/26 Multiple financial institutions - CC-501 / CP_SERVER_ERROR / request-body-field
UPDATE 12/8/25 We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your pati…-2 -
Re: My BNY Pershing connection has stopped working.
Thank you for your reply, Looking at the error message you attached, I suspect there may be some additional authorization required on the financial institution side in order to connect. Have you trie…1 -
Re: Investment Sort Order --- again!
Hello @wburkett, Thank you for letting us know this issue has returned. Were you using version R64.35 when you first noticed this problem, or has it been going on longer than that? I am able to repli…1 -
Re: Questions on Fidelity Rewards Visa
Thank you for the updates, I'm glad to hear that your Chase bill arrived on time! The issue with billers, such as Fidelity Rewards Visa, not arriving/updating is still being investigated by our …1
