Online Banking

Discussion List

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  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 13 views 1 comment 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Apple wallet not syncing

  Closed Jerrod 42 views 2 comments 0 points Most recent by Jerrod September 2025Adding and Updating Accounts
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  TIAA Reporting Connection Issues

  Closed lwyman 2.5K views 86 comments 6 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 51 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Health Equity investment accounts not syncing

  Closed Nick333 60 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Bay Area Savers 125 views 11 comments 0 points Most recent by Bay Area Savers September 2025Adding and Updating Accounts
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  Merged: Still unable to connect with human interest

  Closed Phtrump 11 views 0 comments 0 points Most recent by Phtrump September 2025Adding and Updating Accounts
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 11 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Pioneer Valley Credit Union

  Active WPrecanico 12 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 98 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 21 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Thrivent financial MFA issue

  Closed mglam2304 22 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  FDP-401 connecting to Amex

  Closed davidcwalls 142 views 4 comments 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Unable to add my Stash account (102 error)

  Closed jgcandle 33 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Transactions pending from Chase for over a week

  Closed Oogway 63 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 12 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  WaFd consumer account

  Active JayGee 61 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution
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  Savings accounts show up, but can't connect CD accounts (M&T Bank)

  Closed System 33 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 23 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  M & T still not connecting - FDP-103 (edited)

  Closed doramay 74 views 3 comments 0 points Most recent by doramay September 2025Adding and Updating Accounts
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  Can I add Navigate Retirement Solutions

  Closed KJBay 2 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Can I add EquatePlus that is powered from Computershare

  Closed KJBay 49 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Connections issues daily [Edited]

  Closed Dogtired 1 view 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Need help linking manual CMA account to the online account [Edited]

  Closed Dogtired 1 view 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Impact 401(K) (Principal Financial Group) - How to link to existing account?

  Answered ✓ Closed TubinCubin 67 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts