Account to Account Transfers (A2A): Share your feedback here!

After multiple attempts with the correct information, I could not verify my identity and can no longer try again. I'm excited for this to work though! When there's an update, please re-enable the pop-up for users who have already tried it and failed so that we know to try again.

Ok, now that I've successfully completed a transfer which took eight calendar days to complete including 6 days with the funds "missing" from my accounts (meaning not accruing interest, not visible in Simplifi balances, not accounted for in cashflow graphs, etc), I thought I'd provide some retrospective feedback here.

This is an awful feature as it's currently implemented, and the lack of documentation and training of your support staff for a feature involving actual customer money being moved left me a nervous wreck about what was happening with my money after it was taken from the first account not to be seen for days. There is absolutely no insight into timing beyond an estimated completion date you don't get until after you submit the transfer that's hidden behind 2 layers of menuing (which I didn't find out about until this thread), and no ability to schedule the money being moved on specific days. The money is not reflected in accounts' cashflow graphs on the receiving side of the transaction, so once it's taken from the sending account it isn't reflected anywhere in your balances or graphs and appears to have just disappeared. And as I found out this morning to boot, Simplifi does not even recognize the deposit to the receiving account as the other side of the transfer, and marked it as "Personal Income" because it "can't find a matching transaction" on the sending side, which is such a nice way to end this terrible process that I couldn't wait to be over. In fact, now that I'm looking, the outgoing transaction appears to have disappeared from the sending account now that it's complete.

I think it's worth mentioning that when I submit ACH transfers or cash-out through social payment apps such as paypal, venmo, cashapp, zelle, etc. there is always, at the least, a pending transaction within 48 hours. Eight calendar days to complete a transfer in 2024 is shameful!

Obviously I'm upset because we're talking about real money being moved here, not just spreadsheet data being incorrect. I want to believe that all of the issues I had are oversights on your part, but I should not be put into a situation where as a paying customer of your software I'm beta testing features that actually involve my money being moved around like this. As a Software Engineer myself, I would never want to read the kind of feedback I'm leaving, so I hope you're able to take this constructively and turn it into something significantly better than what I experienced.

Hi so I am trying to setup a funds transfer from my bank account (Safe FCU) via the Simplifi transfer feature. This account is listed as if it has account number "0000" in Simplifi but when I look at my bank's instructions for how to setup transfers to/from this account the account number it says to enter does not end in 0000. It provides a totally different number. Now when I enter this number into Simplifi it gives me an error saying The last 4 digits don't match expected. How can I rectify this?

I have the feature now and went ahead and added my checking accounts (awaiting deposits), but I would like to turn off the reminder to set up in my Savings Account, but there isn't anyway to do it. I've tried clearing the cache, signing out, two browsers, etc. I even tried going to the iPhone app but this feature is not enabled there.