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Re: CUSIP number is wrong
Hello @kopje cat, Thank you for reaching out! The CUSIP typically cannot be edited by users, but there are ways to correct it if it's wrong. This advice from these earlier discussions may be hel…1 -
Re: Memorized Investment Transaction not supported in open account - IRA distribution
Thank you for your reply @DoctorBrown, Thank you for sending the problem report! It will help our teams investigate the issue. You are correct, this issue is easy to replicate. I was able to replicat…1 -
Re: PNC Bank: 1/1/2026 OSU Downloads
Hello @Boatnmaniac, Thank you for reaching out! I haven't seen behavior like that before. Was this a one-time issue, or are you continuing to see transactions downloading from PNC with a posting…2 -
Re: Portfolio X-Ray - Reduced Functionality and Incorrect Graphing
Hello All, Thank you for providing your feedback on these changes to the Portfolio X Ray. This feedback has been forwarded to the proper channels for review. Thank you! (CBT-814)1 -
ONGOING! 1/12/26 Empower Retirement - FDP-6000
We are seeing an increase in the number of users receiving FDP-6000 errors when attempting to update accounts with FIs Empower Retd. – 401K BID 66503, Empower Retirement BID 69265, and Empowerretirem…3
