Adding and Updating Accounts

Have questions or concerns about adding and updating your accounts in Simplifi? Post here!

Simpifi not connecting to bank of america

Closed luanajp 160 views 6 comments 0 points Most recent by Nu2Money November 2023
Issues authenticating Bank of America

Closed System 813 views 4 comments 0 points Most recent by danintherc November 2023
Unable to connect to Solium due to MFA

Closed System 161 views 2 comments 0 points Most recent by Coach Natalie November 2023
Can't add Upstart loan, get code FDP-163

Answered ✓ Closed summercold 312 views 3 comments 0 points Most recent by Coach Natalie November 2023
Trans America Retirement - Can't connect account due to FDP-155 error (edited)

Closed cardspies 1.7K views 3 comments 1 point Most recent by cardspies November 2023
Specialized Loan Servicing - SLS.NET does not display my balance

Closed TheGeauxt 143 views 3 comments 0 points Most recent by Coach Natalie November 2023
Honda Finance 108 Error Code

Closed msl2424 100 views 3 comments 0 points Most recent by msl2424 November 2023
Path2College 529 Plan ( (Direct Aggregator) - What is a direct aggregator?

Answered ✓ Closed ffgwkljrrxje 225 views 2 comments 0 points Most recent by ffgwkljrrxje November 2023
Investment Account displays as $0 when unable to connect

Closed domg1 64 views 2 comments 0 points Most recent by domg1 November 2023
Issue with Morgan Stanley Stock Plan

Answered ✓ Closed thaJack 352 views 2 comments 0 points Most recent by thaJack November 2023
Investor360 linked account not working FDP-101 error (edited)

Closed cocofly515 239 views 4 comments 0 points Most recent by Coach Natalie November 2023
Merged: Venmo FDP-106 error

System 11 views 0 comments 0 points Started by System November 2023
"Request-body-field-unsupported" error with Venmo

Closed System 26 views 2 comments 0 points Most recent by Coach Natalie November 2023
How do I resovlve Care Code: request-body-field-unsupported with Wealthfront?

Closed MtnCreed 275 views 1 comment 0 points Most recent by Coach Natalie November 2023
Morgan Stanley StockPlan Connect showing one day old balances

Closed Construct5292 108 views 1 comment 0 points Most recent by Coach Natalie November 2023
Virginia 529: Not downloading transactions

Closed cncb 43 views 2 comments 0 points Most recent by Coach Natalie November 2023
Computershare - 2 factor blocks account sync

Closed mpsull2 187 views 1 comment 0 points Most recent by Coach Natalie November 2023
Merged: Vanguard Roth IRA not showing

chyang 81 views 0 comments 0 points Started by chyang November 2023
Merged: Adding Fidelity and not all accounts are showing

buckfrazier 101 views 0 comments 0 points Started by buckfrazier November 2023
Specialized Loan Servicing FDP-105 error

Closed System 114 views 7 comments 0 points Most recent by Coach Natalie November 2023
We are unable to connect to NelNet Student Loan at this time. Care Code: FDP-530

Closed Brian McCasey 727 views 1 comment 3 points Most recent by RobWilk October 2023
Schwab Plan does not connect

Closed Brian McCasey 428 views 3 comments 0 points Most recent by Brian McCasey October 2023
New account - Old transactions showing a plus instead in negative out of my account - Please help

Closed DPruett2333 45 views 2 comments 0 points Most recent by Coach Natalie October 2023
Dupaco Community Credit Union FDP-106 error (edited)

Closed swiederin 67 views 4 comments 0 points Most recent by swiederin October 2023
Care Code: FDP-102 with Notre Dame Community FCU (edited)

Closed Mizz 52 views 4 comments 0 points Most recent by Coach Natalie October 2023
What is difference between wealthfront and wealthfront inc

Answered ✓ Closed Pmrussell892 119 views 1 comment 0 points Most recent by Flopbot October 2023
Merged: When are you going to fix the Vanguard brokerage link problem.

jdog129 51 views 0 comments 0 points Started by jdog129 October 2023
HomeStreet Mortgage connection incorrect

Closed Jpoppe 70 views 4 comments 0 points Most recent by Jpoppe October 2023
Merged: "Account Disconnected" via Fidelity

RiversideKid 61 views 0 comments 0 points Started by RiversideKid October 2023
Credit Union Name Change - Can't Connect

Answered ✓ Closed Shaemae50 12 views 1 comment 0 points Most recent by Coach Natalie October 2023

Categories