Accounts

Discussion List

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  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 433 views 3 comments 0 points Most recent by Coach Jon May 2024Troubleshooting
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  reopen a closed account

  Answered ✓ Closed Janeborman 259 views 9 comments 1 point Most recent by DannyB May 2024Adding and Updating Accounts
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  American Funds 401k missing Holdings (edited)

  Closed LyT 327 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments
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  Setting up a loan as an asset

  Answered ✓ Closed Samvet 137 views 1 comment 0 points Most recent by RobWilk May 2024Getting Started
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  America First Credit Union (AFCU) returning Care Code: FDP-101

  Closed doctboo 72 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Can Simplifi automatically sync new accounts under existing connections?

  Answered ✓ Closed Piyush Aggarwal 91 views 2 comments 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  Automatically add new accounts to existing bank connections (edited)

  Active Piyush Aggarwal 45 views 0 comments 3 points Started by Piyush Aggarwal May 2024 Feature Requests
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  Add support for EquityZen

  Active gsoccer 12 views 1 comment 1 point Most recent by Coach Jon May 2024Report Missing Financial Institution
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  Issues With Wells Fargo Credit Card

  Closed JayBlank 464 views 6 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Incorrect account balances when transferring between bank accounts

  Closed Bernardo 41 views 3 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  American Express Canada FDP-103 error (edited)

  Closed BigK75 52 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Mohela Connection Issues (FDP102)

  Closed Pchamb1998 752 views 11 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  How is the best way to handle a CD in Simplifi

  Answered ✓ Closed N4KHQ 152 views 2 comments 0 points Most recent by N4KHQ May 2024Adding and Updating Accounts
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  Ally Bank accounts not updating on Finicity (edited)

  Closed Another Stephen 339 views 21 comments 0 points Most recent by Another Stephen May 2024Adding and Updating Accounts
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  Add Interest Rates to Accounts

  Answered ✓ Closed DGuad 27 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
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  Accounts not refreshing on Finicity (edited)

  Closed A Deutscher 1.3K views 63 comments 3 points Most recent by Coach Natalie May 2024Troubleshooting
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  Wells Fargo Accounts Not Connecting Correctly - Very Upset

  Closed npatton 261 views 2 comments 0 points Most recent by Coach Jon May 2024Feedback
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  My experience renewing my subscription (feedback)

  Closed Chrobrego 102 views 3 comments 0 points Most recent by Chrobrego May 2024Feedback
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  Northern Communities Credit Union, Duluth, MN

  Active GPlanting 1 view 0 comments 1 point Started by GPlanting May 2024 Report Missing Financial Institution
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  Robinhood Account giving FDP-102 error (edited)

  Closed RajOnTrack 114 views 8 comments 2 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Chase connection

  Closed degroove 93 views 3 comments 0 points Most recent by RobWilk April 2024Adding and Updating Accounts
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  Persistent MFA with Slavic401k (edited)

  Closed Scooter123 56 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Merged: Improve the readability of the Account List

  maggs813 1 view 0 comments 2 points Started by maggs813 April 2024 Feature Requests
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  How to best caption spending patterns/habits for jointly held accounts and individual ones

  Answered ✓ Closed Skisox9 158 views 1 comment 0 points Most recent by Coach Jon April 2024Getting Started
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  Fails to connect to cfnc.org - North Carolina 529 accounts

  Closed capitalheel 163 views 1 comment 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Ubs online services has wrong login address

  Closed krusty0001 138 views 7 comments 1 point Most recent by krusty0001 April 2024Adding and Updating Accounts
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  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 204 views 9 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Unable to add "Employee Retirement Plan - Cash Balance" Vanguard account (edited)

  Closed Neubadger 123 views 5 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Account connect issue

  Closed ChrisOcean 64 views 1 comment 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Benefits Consulting Group Retirement Accounts

  Active atxtonyc 11 views 1 comment 1 point Most recent by Coach Jon April 2024Report Missing Financial Institution