I'm new, I cannot get USAA to let me connect to Simplifi to get checking info downloaded, any help?

Jim4955
Jim4955 Member
edited January 2 in Adding and Updating Accounts

I'm new, I cannot get USAA to let me connect to Simplifi to get checking info downloaded, any help?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Jim4955, thanks for reaching out!

    The Community would be happy to assist you with connecting your USAA accounts in Quicken Simplifi, however, we need a bit more insight first.

    • Is this your first time connecting to USAA in Quicken Simplifi?
    • What option are you selecting from the bank list in Quicken Simplifi to add the account?
    • Do you receive an error message?
    • Are you taken through the OAuth API flow to authorize your accounts in Quicken Simplifi?
    • Are you using the Quicken Simplifi Web App or the Mobile App?
    • If you're using Space Sharing, are you adding the account from the primary file/login?

    Please let us know so we can best assist!

    -Coach Natalie

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