Can't add Pen Fed HELOC account (edited)

theoracle39 · February 3

I'm trying to add a Pen Fed HELOC that I recently opened to Simplifi and it will only allow me to bring in the savings account and not the HELOC. One of the account types is line of credit so I don't understand why I can't connect to the HELOC. Is there a way to do this?

Coach Jon · February 3

Hello @theoracle39,

Thank you for reaching out! Pentagon Federal Credit Union is currently blocking aggregation for Mortgage/HELOC accounts in Quicken Simplifi. This can be found in our Banks Blocking Aggregation list here:

https://community.simplifimoney.com/discussion/5525/known-issue-other-known-online-banking-issues

We do keep this list updated with any new information/updates, so you can follow the alert to be notified of any changes when they occur.

I wish I had better information to share.

Can't add Pen Fed HELOC account (edited)

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