I have a savings account and two HELOCs with PenFed Credit Union (https://www.penfed.org/). I’m able to set up PenFed as a data source, but it only sees my savings account, it doesn’t see my two HELOCs.
Is there a trick I’m missing or does this integration just not exist?
@lucas.dargis Apologies for the slow reply here. It may be that HELOCs are not supported for this institution. Please open a 1:1 support ticket so we can investigate your specific situation.
Thankfully they are supported and it’s all working now. thanks for the reply
How does one open a 1-1 ticket for support?