Adding and Updating Accounts

Discussion List

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  Merged: Current issues linking/Connecting with Venmo... Care Code: FDP-103

  djp2025 1 view 0 comments 0 points Started by djp2025 December 2023
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  Not able to add my Amercian Express account

  Answered ✓ Closed lazypants 101 views 2 comments 0 points Most recent by lazypants December 2023
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  We are unable to connect to US Bancorp Investments at this time. Care Code: FDP-101

  Closed ked1129 75 views 4 comments 0 points Most recent by Coach Kristina December 2023
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  Nationwide 401k connection error fdp-102

  Closed dlb 154 views 21 comments 1 point Most recent by dlb December 2023
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  FDP-103 for American State Bank Iowa

  Closed drktnps 52 views 1 comment 0 points Most recent by Coach Kristina December 2023
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  Add new account PennyMac not downloading transactions

  Closed mb996 130 views 2 comments 0 points Most recent by mb996 December 2023
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  Credit card transactions not downloading from 3 Rivers Federal Credit Union (edited)

  Closed L McGregor 77 views 3 comments 0 points Most recent by L McGregor December 2023
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  American Express - Can't add "Banking"

  BitShift 1.8K views 19 comments 0 points Most recent by K&P December 2023
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  Vanguard brokerage - Care Code: FDP-105

  Closed ps56k 1.3K views 13 comments 0 points Most recent by ps56k December 2023
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  Merged: Venmo Connection Errors

  street 1 view 0 comments 0 points Started by street December 2023
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  Unable to add my Amex Business Checking account (edited)

  Closed jhez94 163 views 1 comment 1 point Most recent by Coach Natalie November 2023
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  unable to access vanguard - Care Code: FDP-105

  Answered ✓ Closed avramovicz 353 views 1 comment 0 points Most recent by Coach Natalie November 2023
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  Missing Transactions

  Closed jcwillia1 156 views 1 comment 1 point Most recent by Coach Natalie November 2023
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  CrossCountry Mortgage connection FDP-101 error (edited)

  Closed JMibrow 395 views 17 comments 0 points Most recent by Coach Natalie November 2023
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  Ally connection FDP-102

  Closed gsong 178 views 3 comments 0 points Most recent by Coach Natalie November 2023
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  Where I can find a full list of the sync supported institutions?

  Answered ✓ Closed olga2day 633 views 5 comments 0 points Most recent by DannyB November 2023
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  Using Classic and Simplify concurrently with USAA

  Closed conwayatx 154 views 6 comments 0 points Most recent by Coach Natalie November 2023
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  Merged: Fidelity FDP-105 error (edited)

  MikeyTheDude 31 views 0 comments 1 point Started by MikeyTheDude November 2023
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  mortgage transactions not tracked!

  Answered ✓ Closed GBristo 245 views 2 comments 1 point Most recent by Coach Kristina November 2023
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  AssetMark, Inc./ewealthmanager.com not connecting FDP-105 error (edited)

  Closed I2Hunna 215 views 16 comments 0 points Most recent by Coach Natalie November 2023
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  Missing IRA accounts with Vanguard (edited)

  Closed swiederin 3.8K views 70 comments 0 points Most recent by carbonUser November 2023
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  FDP-106 Error with Midwest Trust

  Closed NunyaBizness 45 views 1 comment 0 points Most recent by Coach Kristina November 2023
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  Merrill Edge Workaround Found!

  Closed WolfieGirl 647 views 0 comments 2 points Started by WolfieGirl November 2023
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  Home Depot consumer credit card error 103

  Closed System 246 views 2 comments 1 point Most recent by Coach Kristina November 2023
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  Connection to High yield savings American Express

  Closed Palavis 250 views 3 comments 0 points Most recent by Coach Kristina November 2023
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  Is anyone successfully connecting America's Tire Credit Card to Simplifi?

  Answered ✓ Closed i_miss_mint 59 views 1 comment 0 points Most recent by i_miss_mint November 2023
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  Missing transactions with Discover Bank (edited)

  Closed CH1 255 views 5 comments 0 points Most recent by Coach Natalie November 2023
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  Care Code: QCS-0429-2 with Wells Fargo

  Closed System 358 views 2 comments 0 points Most recent by Coach Kristina November 2023
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  AuthZGrantSpect error with American Express (edited)

  Closed Alex4e 126 views 2 comments 0 points Most recent by Coach Natalie November 2023
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  SOFI Connection QCS-0429-2 Error

  Closed User5939 178 views 1 comment 0 points Most recent by RobWilk November 2023