What Kinds of Connection Methods Does Simplifi Have?

lsgc123

It does not seem that Simplifi uses MX or Plaid connection type.

Do you have any plan to support those types?

Currently, Simplifi does not work with TransAmerica Retirement, iSolved Benefit Services, and PenFed for my side. I found out other finance programs working with TransAmerica Retirement(MX) and iSolved Benefit Services(Plaid and Finicity). Unfortunately, it does not seem that any method works with PenFed at this moment(I tried with Plaid, MX, Finicity, and Intuit).

Just wondering if Simplifi has a plan to provide MX and Plaid connection methods.

Coach Jon

Hello @lsgc123,

Thanks for reaching out! Plaid is indeed one of our aggregators. We also use Inuit and Finicity. We are aware of a known issue when connecting with Pentagon Federal Credit Union and do have an alert that you can follow here:

https://community.simplifimoney.com/discussion/11482/new-02-05-25-pentagon-federal-credit-union-returns-fdp-155-error

For the other financial institutions you mentioned, I would suggest creating separate posts for them so we can inquire about and troubleshoot each.

-Coach Jon

lsgc123

Thanks Jon!

Your answer is very helpful.

I will create separate posts for other F.I.!

Thank you!