USBank Accounts not importing to Simplifi

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Sheri
Sheri Member
edited February 16 in Adding and Updating Accounts

When I go through the last step of the process of adding my bank accounts, the icons just spin. The bank even sends me a verification that the third party link has been made; however, the accounts don't show up on my dashboard. Waiting for a Simplifi Tech Support call back

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  • Sheri
    Sheri Member
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    Thank you Coach Natalie for that link. I had already seen it. Reading it prompted me to try again today. However, in my case the issue has NOT been resolved. I'm still awaiting a tech support callback.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    @Sheri, thanks for reaching out!

    Since US Bank is one of our OAuth API banks, please give this a try from a different browser or in incognito/private mode. It could be that something is blocking the authorization process in your primary browser. You can also give it a try from the Quicken Simplifi Mobile App if you use it.

    Please let us know how it goes!

    -Coach Natalie

  • Sheri
    Sheri Member
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    How do I use incognito mode? I tried it from the mobile app and didn't get to the USBank site.

  • Sheri
    Sheri Member
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    Thank you!! I was able to download the banking account through Google browser. You are the best!

  • JeffDobier
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    This worked for me. Thank you.

This discussion has been closed.