Accounts

Discussion List

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  Missing Fidelity accounts

  Closed pawebb 1.3K views 54 comments 0 points Most recent by ps56k November 2023Adding and Updating Accounts
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  Still Unable to connect Etrade Roth

  Closed ngrabner 690 views 20 comments 0 points Most recent by Brian23 November 2023Adding and Updating Accounts
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  Excluding Accounts From Watchlists

  Answered ✓ Closed growe222 58 views 2 comments 2 points Most recent by Coach Natalie November 2023Using Watchlists
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  Setting to default dashboard view to only accounts and not have expanded subaccounts

  Answered ✓ Closed gulfcad 22 views 2 comments 0 points Most recent by gulfcad November 2023Getting Started
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  Aidvantage (OSLA) Account Connection Issue

  Closed kilo23 124 views 1 comment 0 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  Missing Robinhood ROTH IRA account

  Closed purplefish02 291 views 4 comments 4 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  Adding checking account manually

  Closed Macd 37 views 1 comment 0 points Most recent by Flopbot November 2023Adding and Updating Accounts
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  Missing ROTH accounts for Vanguard and Robinhood Connection

  Answered ✓ Closed purplefish02 142 views 1 comment 3 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  Merged: Fidelity Roth related accounts are missing

  FabianW 1 view 0 comments 0 points Started by FabianW November 2023 Troubleshooting
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  Pretty disappointed so far with Simplify.

  Closed Karthik 75 views 2 comments 1 point Most recent by Coach Natalie November 2023Feedback
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  how to Delete a single Account from an Institution

  Answered ✓ Closed ps56k 35 views 3 comments 0 points Most recent by ps56k November 2023Troubleshooting
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  Allow user to choose what accounts count toward Net Worth

  Active Klaxwave 116 views 6 comments 8 points Most recent by RamC November 2023Feature Requests
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  Ability to select any account type for a savings goal

  Closed dkelleybrew 43 views 1 comment 1 point Most recent by Coach Natalie November 2023Using Savings Goals
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  Merged: Ability to select multiple accounts for a savings goal

  dkelleybrew 1 view 0 comments 1 point Started by dkelleybrew November 2023 Feature Requests
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  Merged: Creating a rule to let you make all transactions for the selected account the same category

  alecfrankkc 1 view 0 comments 1 point Started by alecfrankkc November 2023 Feature Requests
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  Specialized Loan Servicing - SLS.NET does not display my balance

  Closed TheGeauxt 144 views 3 comments 0 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  How do I resovlve Care Code: request-body-field-unsupported with Wealthfront?

  Closed MtnCreed 365 views 1 comment 0 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  Account grouping not working correctly

  Closed DGM885 13 views 1 comment 0 points Most recent by Coach Natalie October 2023Troubleshooting
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  Merged: "Account Disconnected" via Fidelity

  RiversideKid 61 views 0 comments 0 points Started by RiversideKid October 2023 Adding and Updating Accounts
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  Elan - Fidelity Signature Rewards card returns FDP-105 error

  Closed pawebb 75 views 5 comments 2 points Most recent by Coach Natalie October 2023Feedback
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  2 logins with Capital One

  Answered ✓ Closed Northbar 382 views 1 comment 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts
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  Apple Card Statement Importing - Missing Transactions (edited)

  Closed Animosity022 245 views 21 comments 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts
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  Another running balance post

  Closed thatcpaguy808 26 views 1 comment 1 point Most recent by Coach Natalie October 2023Feedback
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  Accounts List Not Showing All Accounts on Dashboard (edited)

  Closed Havensd74 164 views 4 comments 0 points Most recent by Coach Natalie September 2023Using the Dashboard
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  Where did the hide accounts go

  Answered ✓ Closed rdenove 54 views 2 comments 0 points Most recent by Coach Blake September 2023Feedback
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  Pending transactions aren't being counted toward balance (edited)

  Closed pawebb 501 views 12 comments 0 points Most recent by pawebb September 2023Adding and Updating Accounts
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  New Account Type: Gift Card

  Active EL1234 402 views 6 comments 10 points Most recent by kgpreet September 2023Feature Requests
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  Life Insurance Payout

  Answered ✓ Closed Flopbot 29 views 1 comment 0 points Most recent by DannyB September 2023Adding and Updating Accounts
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  New customization options for the Accounts List!

  Closed Coach Natalie 409 views 0 comments 4 points Started by Coach Natalie September 2023 Updates From the Product Team