Online Banking

Discussion List

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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 13 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 24 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 33 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 11 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 190 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 67 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 27 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 39 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 25 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  American Education Services - Care Code: FDP-530

  Closed atantillo 24 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 14 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 18 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 97 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 25 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 277 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 64 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 77 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 75 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 5 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 24 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 3 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  EQ Bank Error FDP-106

  Closed donnajean 154 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 682 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 16 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
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  EmpowerMyRetirement disconnected? (FDP-6000 error)

  Closed Amethyst64 25 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Varo Banking

  In Review bcolvin770 556 views 21 comments 19 points Most recent by aj6 February 1Report Missing Financial Institution or Biller
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  Target Circle Card won't download new transactions

  Closed RFL281 3.7K views 180 comments 2 points Most recent by allensipe January 31Adding and Updating Accounts
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  Some Amex accounts are not being discovered

  Closed System 591 views 40 comments 1 point Most recent by Coach Jon January 30Adding and Updating Accounts
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  Baxter Credit Union Showing Debits as Credits while Pending (edited)

  Closed cvwest 252 views 18 comments 0 points Most recent by Coach Jon January 30Adding and Updating Accounts