Accounts

Discussion List

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  Empty Banks Under Settings (edited)

  Answered ✓ Closed DannyB 39 views 3 comments 0 points Most recent by DannyB May 20Troubleshooting
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  How to update manual balances

  Answered ✓ Closed Rory 90 views 2 comments 0 points Most recent by Rory May 19Investments
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  Merged: Enable manual change from a closed account to disconnected

  vitus 1 view 0 comments 1 point Started by vitus May 18 Feature Requests
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  Personal Loan from Discover Bank is posting as positive balance (edited)

  Closed JimRosebro 71 views 6 comments 0 points Most recent by JimRosebro May 18Adding and Updating Accounts
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  The Farmers State Bank - New Madison, Ohio (edited)

  Active yendorreklaw 121 views 17 comments 1 point Most recent by yendorreklaw May 17Report Missing Financial Institution
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  US Bank IRA not showing up in account list

  Closed pblackston 36 views 1 comment 0 points Most recent by Coach Jon May 17Adding and Updating Accounts
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  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 192 views 3 comments 0 points Most recent by Coach Jon May 17Troubleshooting
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  reopen a closed account

  Answered ✓ Closed Janeborman 113 views 9 comments 1 point Most recent by DannyB May 17Adding and Updating Accounts
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  American Funds 401k missing Holdings (edited)

  Closed LyT 302 views 17 comments 0 points Most recent by Coach Natalie May 16Investments
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  Setting up a loan as an asset

  Answered ✓ Closed Samvet 76 views 1 comment 0 points Most recent by RobWilk May 15Getting Started
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  America First Credit Union (AFCU) returning Care Code: FDP-101

  Closed doctboo 73 views 1 comment 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Can Simplifi automatically sync new accounts under existing connections?

  Answered ✓ Closed Piyush Aggarwal 61 views 2 comments 0 points Most recent by Coach Kristina May 12Adding and Updating Accounts
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  Automatically add new accounts to existing bank connections (edited)

  Active Piyush Aggarwal 38 views 0 comments 3 points Started by Piyush Aggarwal May 11 Feature Requests
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  Add support for EquityZen

  Active gsoccer 13 views 1 comment 1 point Most recent by Coach Jon May 9Report Missing Financial Institution
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  Issues With Wells Fargo Credit Card

  Closed JayBlank 346 views 6 comments 0 points Most recent by Coach Natalie May 9Adding and Updating Accounts
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  Incorrect account balances when transferring between bank accounts

  Closed Bernardo 44 views 3 comments 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  American Express Canada FDP-103 error (edited)

  Closed BigK75 46 views 1 comment 0 points Most recent by Coach Jon May 6Adding and Updating Accounts
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  Mohela Connection Issues (FDP102)

  Closed Pchamb1998 659 views 11 comments 0 points Most recent by Coach Jon May 6Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 293 views 19 comments 0 points Most recent by Coach Kristina May 5Adding and Updating Accounts
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  How is the best way to handle a CD in Simplifi

  Answered ✓ Closed N4KHQ 98 views 2 comments 0 points Most recent by N4KHQ May 5Adding and Updating Accounts
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  Ally Bank accounts not updating on Finicity (edited)

  Closed Another Stephen 248 views 21 comments 0 points Most recent by Another Stephen May 3Adding and Updating Accounts
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  Add Interest Rates to Accounts

  Answered ✓ Closed DGuad 22 views 1 comment 0 points Most recent by Coach Natalie May 3Feedback
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  Accounts not refreshing on Finicity (edited)

  Closed A Deutscher 1.1K views 63 comments 3 points Most recent by Coach Natalie May 2Troubleshooting
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  Wells Fargo Accounts Not Connecting Correctly - Very Upset

  Closed npatton 149 views 2 comments 0 points Most recent by Coach Jon May 2Feedback
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  My experience renewing my subscription (feedback)

  Closed Chrobrego 54 views 3 comments 0 points Most recent by Chrobrego May 2Feedback
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  Northern Communities Credit Union, Duluth, MN

  Active GPlanting 5 views 0 comments 1 point Started by GPlanting May 1 Report Missing Financial Institution
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  Robinhood Account giving FDP-102 error (edited)

  Closed RajOnTrack 108 views 8 comments 2 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Make the Accounts List easier to read (edited)

  Active asjss1186 336 views 18 comments 20 points Most recent by RobWilk April 29Feature Requests
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  Chase connection

  Closed degroove 89 views 3 comments 0 points Most recent by RobWilk April 28Adding and Updating Accounts
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  Persistent MFA with Slavic401k (edited)

  Closed Scooter123 48 views 3 comments 0 points Most recent by Coach Jon April 26Adding and Updating Accounts