Raymond James IRA not showing up as "Retirement" but instead "Additional Investing"

ID: 2f2c51af-e42b-5689-a0f3-290f0d0eb4c9

Scrolling on phone

When I login on my phone anything towards the bottom of the screen is hard to see because the page navigation buttons cover up the info. Unsure if there is a fix, but it makes it difficult to fully use all the features

Visibility during account creation

During the account creation process, the text was white in a white background and I was unable to see it well, even after trying on multiple devices to be sure it was not a personal setting.

Adding Pension

It allows my monthly pension amount for age 65 and I will not be taking any lump sum, but it is requiring that a number >0 be populated. Pension Lump Sum is not available for the Plans that I participate

Auto-select household member when only 1 user in forms

Will not allow me to update any of the categories. The red tab is blurred out and does not engage. This occurs for all catagories

"What Changed In My Net Worth" insight weird for new users

Generated insight for new user what doesn’t have ample historic data should be clearer that Frank can’t see that history yet and provide reasonable output. Instead it reads as if I went from 0 to amazing.

Cancelled card to 400 error

I cancelled by WellsFargo credit card. It still shows a balance, a healthy connection and the last connection from 2/10. I tried to force refresh to see a $0 balance but got a 400 error (probably because I cancelled the card).

Wealthfront Holdings?

Hi - I asked Frank to review my Wealthfront holdings and it could not, despite the green status of the connection.

Wrong Account

I asked Frank to review my mortgage payments with Newtown Savings Bank and tell me how many times I paid late fees. He claims he found one late fee, but the transaction he shared was from a credit card.

Financial Tab Spouse Settings

I just updated my profile to toggle on that I share my finances with a spouse. I hit Save and refreshed my browser, but when I went to Add Income, my name was still the only option to select.

Etrade transactions are stale

My last etrade transaction was from January 5th. Balances are correct. It appears the link is stale. What should I do?

Incorrect Transaction Amounts

I asked Frank to review my subscriptions. He identified the correct ones, but not the correct monthly amounts. For example, Frontier Communications. I pay $75 per month for interest, but Frank seems to think I pay $49.99. He also has the wrong monthly amount for my Hulu subscription.

Chat Issues with the Date

Frank is having issues with the date. I told Frank I needed to pay for my trip by April 1, 2026. He thinks that’s 14 months away.

Full screen chat to monitors (or transactions)

1) went to ‘full screen’ chat by moving the chat section to the right 2) Then, clicked on monitors. Nothing happened. I think the behavior should be to move from full screen chat to half screen when you click on the navigation on the left.

Failure to load conversation

I’m trying to retrieve a past conversation and got the '“failure to load” answer….so it looks like I can’t load past conversations.

Entered my information to start and account and got this error

Double logins

Have lots of accounts where we have 2 separate logins. Capitalone for instance. Connected one login but when I try to connect the other, it skips asking me for login info and assumes im connected. There was no clear spot to log out. Have a bunch of ccs and accounts like this. Betterment, chase and fidelity but looks like fidelity is not supported.

Chat history should have a title on previous threads instead of "new thread"

See attached. Ideally, the chat history determines a subject line so it’s easier for the user to search.

Unclear copy

It says my “balance is under 30%” It’s not clear to me what that means. Under 30% of what? Is it under 30% of my total available credit?

Frank can't see dividend transactions

I asked Frank to show me any cash dividends I’ve received over the past 60 days. I have cash dividends in my transactions list but Frank doesn’t appear to see transactions.