Pacific Premier Bank personal account

A&A Family

Hello, trying to add my accounts and I see that Simplifi connects with Pacific Premier Bank business accounts, but does not offer connection with personal accounts. Most of our banking is with this bank and I am not willing to manually add daily transactions from multiple accounts. When will you provide this option. According to my bank, traditional Quicken already has this option. When will it come to Simplifi?

Coach Natalie

@A&A Family, thanks for reaching out!

Have you given this option a try, by chance?

Please let us know how it goes!

-Coach Natalie

A&A Family

Yes That login is strictly for business accounts. It requires that I enter a company name. I have a personal account.

Coach Natalie

@A&A Family Ahh, I got it backwards — sorry!

I see a few different options with the URL of ppbi.com listed in Quicken Simplifi that don't appear to be business-specific. Can you give these a try, please?

Let us know how it goes!

-Coach Natalie