Adding and Updating Accounts

Discussion List

• 
  Why is paste disabled?

  Answered ✓ Closed SimplifiUser 21 views 4 comments 0 points Most recent by RobWilk November 2023
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  Waialua Federal Credit Union

  Closed ginahungerford 41 views 1 comment 1 point Most recent by Coach Natalie November 2023
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  Hickam Federal Credit Union

  Closed ginahungerford 51 views 1 comment 2 points Most recent by Coach Natalie November 2023
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  Northern Bank and Trust Company in Massachusetts (edited)

  Closed sbgc 31 views 2 comments 1 point Most recent by Coach Natalie November 2023
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  Lending Club Loan(s) Continuously Need Re-connected

  Answered ✓ Closed WillTrott 564 views 4 comments 0 points Most recent by Coach Kristina November 2023
• 
  Missing Fidelity accounts

  Closed pawebb 1.3K views 54 comments 0 points Most recent by ps56k November 2023
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  Capital Group users - available under "American Funds" (edited)

  Closed the_scottster 161 views 0 comments 1 point Started by the_scottster November 2023
• 
  Interactive Brokers Connection

  Closed gulfcad 614 views 2 comments 1 point Most recent by RockLee November 2023
• 
  ETrade still not working?

  Answered ✓ Closed Laskuhn 211 views 1 comment 0 points Most recent by RobWilk November 2023
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  Still Unable to connect Etrade Roth

  Closed ngrabner 691 views 20 comments 0 points Most recent by Brian23 November 2023
• 
  Duplicate "pending" transactions

  Closed squirrelbeforesunset 252 views 1 comment 0 points Most recent by Coach Kristina November 2023
• 
  How to link account from https://www.benefits.ml.com/

  Closed apolenske 151 views 2 comments 0 points Most recent by apolenske November 2023
• 
  First Home Mortgage won't connect Care Code: FDP-102 (edited)

  Closed BlazeBeard 91 views 1 comment 0 points Most recent by Coach Kristina November 2023
• 
  Can't add my checking account

  Closed fran3kids 61 views 1 comment 0 points Most recent by Coach Natalie November 2023
• 
  How to fill a gap in transactions from a credit card

  Answered ✓ Closed Tenaya 42 views 1 comment 0 points Most recent by Flopbot November 2023
• 
  Merged: Vanguard Roth Roth IRAs are not loading to Simplifi

  ndcrazy 1 view 0 comments 0 points Started by ndcrazy November 2023
• 
  All transactions with credit union display as “Withdrawal Visa Check Card”

  Closed System 91 views 2 comments 0 points Most recent by Coach Natalie November 2023
• 
  Aidvantage (OSLA) Account Connection Issue

  Closed kilo23 122 views 1 comment 0 points Most recent by Coach Natalie November 2023
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  Missing Robinhood ROTH IRA account

  Closed purplefish02 291 views 4 comments 4 points Most recent by Coach Natalie November 2023
• 
  Mission Square (formerly ICMA-RC) FDP-103

  Answered ✓ Closed phil_ 362 views 7 comments 1 point Most recent by Coach Natalie November 2023
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  Venmo FDP-106 error

  Closed dj13 561 views 12 comments 3 points Most recent by FutureEye November 2023
• 
  Thrift Savings Plan (TSP) FDP-187 error [edited]

  Closed sswinson 911 views 6 comments 1 point Most recent by TRS_One November 2023
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  Merged: Missing ROTH IRA with E Trade

  EarlyRetire 1 view 0 comments 0 points Started by EarlyRetire November 2023
• 
  Adding checking account manually

  Closed Macd 41 views 1 comment 0 points Most recent by Flopbot November 2023
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  Merged: WHEN will Simplifi work with AppleCard?

  random 1 view 0 comments 0 points Started by random November 2023
• 
  Missing ROTH accounts for Vanguard and Robinhood Connection

  Answered ✓ Closed purplefish02 141 views 1 comment 3 points Most recent by Coach Natalie November 2023
• 
  Virginia 529 repeatedly needing authentication

  Answered ✓ Closed ClaireD 113 views 2 comments 1 point Most recent by truckmann November 2023
• 
  Simplifi only connects to 3/4 Chase accounts

  Closed Renault1969 221 views 4 comments 0 points Most recent by Nu2Money November 2023
• 
  Simplifi shows every payee as Debit Card Withdrawal with Publix Credit Union

  Closed System 71 views 2 comments 0 points Most recent by Coach Natalie November 2023
• 
  Workaround for Roth IRAs not downloading in Simplifi

  Closed taoman54 142 views 3 comments 0 points Most recent by ps56k November 2023