Simplifi Does Not Pull [HELOC Account] From PenFed

lsgc123

I have 4 PenFed Accounts(Checking, Savings, Auto Loan and HELOC), but Simplifi does not pull the HELOC account.

Below is what I have from PenFed:

And Below if what Simplifi can pull out:

Is there any way to link the HELOC account(Real Estate, Equity Line of Credit)?

Please advise.

Thank you.

Coach Jon

Hello @lsgc123,

Thanks for reaching out! Are you rerouted to a different website or URL when you select the missing account's details on your bank's website? If so, you may need to use another instance available in Quicken Simplifi. We do have multiple instances available in Quicken Simplifi for Pentagon Federal Credit Union.

Let us know if that works!

-Coach Jon

lsgc123

Hi Jon,

Thank you for the feedback.

Please see the below results:

Below is Pentagon Federal Credit Union(https://www.penfed.org). Only 3.

Below is Augusta Metro FCU(https://www.penfed.org). Only 3

Below is Education Affiliates FCU(https://www.penfed.org). Only 3

Below is Progressive CU New York, NY(https://www.penfed.org). Only 3

Below is Tripler FCU(https://www.penfed.org). Only 3

Below is Pentagon FCU(https://www.penfed.org). Only 3.

I tried all, but none of them worked.

Coach Jon

Thank you @lsgc123,

Per my previous reply, are you rerouted to a different website or URL when you select the missing account's details on your bank's website? Additionally, what may be occurring is that the account is not set up for third-party sharing. Is there a setting on your bank website that allows you to enable third-party sharing for this account?

-Coach Jon

lsgc123

Hi Jon,

I didn't understand your first reply. Please accept my apologies.

Yes, it seems it redirects me to another page when I click the account.

• Original web address: home.penfed.org
• New web address for the HELOC account: myhomeloan.penfed.org

The main domain address is same but the sub domain address is different. Does Simplifi provide a connection for myhomeloan.penfed.org? Actually, I cannot find it.

There is no third-party sharing option, I believe. I may miss the option but I did not see any when I tried to find it.

Coach Jon

Hello @lsgc123,

Unfortunately, it looks like these types of accounts are not supported under Pentagon Federal Credit Union, as the provider servicing these accounts has blocked aggregation. We have added it to our community alert and you can follow it here for updates:

https://community.simplifimoney.com/discussion/5525/known-issue-other-known-online-banking-issues

Thank you for your patience.

-Coach Jon

lsgc123

Got it.

Hope it will be available soon.

Thank you very much, Jon.