Online Banking

Closed Brian Montague 230 views 22 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts

American Express Credit Cards not Updating on Finicity platform

Closed 5thompson 38 views 3 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts

8

Add back Interactive Brokers

Completed Closed Jodi Edgar 134 views 8 comments 8 points Most recent by Coach Natalie September 2024Report Missing Financial Institution

Unable to add Fremont Bank account (error FDP-106)

Closed EllieSchuh 36 views 6 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts

2

Don't run Recurring Transaction Detection when connecting or reconnecting account (edited)

Active UrsulaA 37 views 7 comments 2 points Most recent by UrsulaA September 2024Feature Requests

Discover Card returning FDP-102 Error

Closed nakada 284 views 23 comments 0 points Most recent by KB2014 September 2024Adding and Updating Accounts

Is adding recurring bills when adding/linking an account expected in Simplifi now?

Closed UrsulaA 41 views 3 comments 1 point Most recent by UrsulaA September 2024Bills and Income

1

Add UBS Mortgage

Active JWV 108 views 6 comments 1 point Most recent by JWV September 2024Report Missing Financial Institution

7

Lively HSA

In Review BTurner00 234 views 6 comments 7 points Most recent by WMG3 September 2024Report Missing Financial Institution

Amazon (Synchrony) appears to be down (FDP-103)

Closed RobWilk 35 views 2 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts

Pending Transactions at Citibank are counted twice in account balance?

Closed AshleyP 30 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts

[ONGOING] 8/28/24: Mutual of America returns a 106 error

Coach Natalie 152 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues

[ONGOING] 8/28/24: Charles Schwab - Missing Equity Awards Account

Coach Natalie 453 views 1 comment 1 point Most recent by Coach Natalie September 2024Current Online Banking Issues

Interactive Brokers LLC International Stocks Issue (edited)

Closed james01 187 views 13 comments 1 point Most recent by Coach Natalie September 2024Investments

PNC Bank Account linking / updating failing

Closed gdheisel 154 views 10 comments 1 point Most recent by JimRosebro September 2024Adding and Updating Accounts

An Added Fidelity Account will not appear or import

Closed stuarto 345 views 40 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts

[ONGOING] 8/26/24: Citizens One Home Loan - Balance Mismatch

Coach Natalie 49 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues

[ONGOING] 8/26/24: TD Bank returns a 181 error

Coach Natalie 348 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues

[ONGOING] 8/23/24: Missing Accounts with PayPal Credit, MasterCard and Crypto

Coach Natalie 663 views 1 comment 6 points Most recent by Coach Natalie September 2024Current Online Banking Issues

A Tale of Two Checking Accounts

Closed SRC54 29 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts

Error connecting to American Funds Retirement Planning Center (Care: FDP-155)

Closed LyT 129 views 1 comment 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts

2

Coign Credit Card Request

Active SRC54 58 views 5 comments 2 points Most recent by SRC54 September 2024Report Missing Financial Institution

Wealthsimple connection for new accounts [Edited]

Closed Hamieh 174 views 5 comments 2 points Most recent by Coach Jon September 2024Adding and Updating Accounts

8

Second United Wholesale Mortgage URL

In Review monroe 848 views 22 comments 8 points Most recent by Maph2880 September 2024Report Missing Financial Institution

Merged: Ally Bank

djmccauley1958 20 views 0 comments 0 points Started by djmccauley1958 September 2024 Adding and Updating Accounts

Santander Credit Card Showing Credit Available Instead of Balance

Jeremy Young 280 views 57 comments 0 points Most recent by Jeremy Young September 2024Adding and Updating Accounts

Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

Closed cowboydude99 455 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts

American Century Investment Missing Accounts (edited)

Closed Tony A 136 views 28 comments 0 points Most recent by vollmas September 2024Adding and Updating Accounts

Morgan Stanley at Work

Closed jk71 26 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts

Online Banking

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