Adding and Updating Accounts

Discussion List

• 
  Will importing transactions from Mint cause duplicates? (edited)

  Answered ✓ Closed adpinc61 353 views 1 comment 0 points Most recent by Coach Natalie August 2023
• 
  Union Savings Bank is not Updating FDP -102 error (edited)

  Closed Mike T 125 views 8 comments 0 points Most recent by Mike T August 2023
• 
  103 error on Sofi Account

  Closed gcdo94 85 views 1 comment 0 points Most recent by Coach Natalie August 2023
• 
  TFA requests should come one at a time

  Closed umwi 33 views 1 comment 0 points Most recent by Coach Natalie August 2023
• 
  Capital One transactions are downloading with the posted date (edited)

  Closed dereckmezquita 278 views 5 comments 0 points Most recent by DannyB August 2023
• 
  Account balance issue - Pending transactions not counted

  Closed pawebb 67 views 2 comments 0 points Most recent by Coach Natalie August 2023
• 
  FDP-3000 Error (multi-factor authentication is required) for Merrill Lynch (benefits.ml.com)

  Closed njset89 195 views 1 comment 0 points Most recent by Coach Natalie August 2023
• 
  How long does it take for a request to add a FI to be processed?

  Answered ✓ Closed Jenger 81 views 2 comments 0 points Most recent by Jenger August 2023
• 
  Not syncing with Citizens Bank

  Closed ccrucitt 362 views 7 comments 0 points Most recent by Coach Natalie August 2023
• 
  Carta still not working FDP-105 error (edited)

  Closed markb 73 views 1 comment 0 points Most recent by Coach Natalie August 2023
• 
  Unable to add penfed mortgage account (edited)

  Closed Melvin 192 views 4 comments 1 point Most recent by RobWilk August 2023
• 
  Randolph-Brooks Federal Credit Union (RBFCU) CC not syncing transactions (edited)

  Closed Keith LeBeau Jr 529 views 11 comments 0 points Most recent by Coach Natalie August 2023
• 
  Can't connect with Cardinal Financial Mortgage FDP-102 error (edited)

  Closed tproenca 81 views 1 comment 0 points Most recent by Coach Natalie August 2023
• 
  how do I enter credit card information in Simplifi? (edited)

  Answered ✓ Closed rj2 251 views 2 comments 0 points Most recent by DannyB August 2023
• 
  Withdraws are downloading as deposits from my credit union (edited)

  Closed katheeVZ 54 views 2 comments 0 points Most recent by Coach Natalie August 2023
• 
  Missing USAA/Amazon Transactions (edited)

  Closed myfriend 143 views 4 comments 0 points Most recent by Coach Natalie August 2023
• 
  See transactions in Activity

  Closed GIJosh 33 views 1 comment 1 point Most recent by Coach Natalie July 2023
• 
  Venmo MFA Simplifi to remember device

  Answered ✓ Closed Zsawaged 224 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  Unable to link to existing accounts

  Closed Apr627 103 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  Optum Financial Does Not Connect FDP-106 (edited)

  Closed Havensd74 309 views 8 comments 0 points Most recent by Havensd74 July 2023
• 
  Merged: Apple Card - 2023 Update?

  Jer 1 view 0 comments 0 points Started by Jer July 2023
• 
  Amazon Credit Card (Synchrony) doen't properly reflect credit balance

  Closed RobWilk 47 views 1 comment 0 points Most recent by RobWilk July 2023
• 
  Issue with Knoxville TVA Credit Union FDP-102

  Closed chagler4 1K views 33 comments 0 points Most recent by Coach Natalie July 2023
• 
  Renasant Bank FDP-3000 (edited)

  Closed Danny1625 105 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  Credit Card transactions have reversed positive/negative for MIDFLORIDA CU (edited)

  Closed A.J. 292 views 7 comments 0 points Most recent by A.J. July 2023
• 
  Payflex FDP—155 Error

  Answered ✓ Closed Leo Brenns 237 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  Issues with new chase connection type

  Closed RobWilk 1.6K views 66 comments 0 points Most recent by RobWilk July 2023
• 
  USAA checking not connecting

  Closed dlpgh 235 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  Online Banking: PayPal Mastercard: Some charges not downloading

  Closed RobWilk 31 views 2 comments 0 points Most recent by RobWilk July 2023
• 
  Some accounts ask for authorization on each login- Web/app both

  Closed knockknock 64 views 2 comments 0 points Most recent by Coach Natalie July 2023