Online Banking

Discussion List

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  [ONGOING] 5/15/26: Bank of America returns an FDP-105 error

  Coach Natalie 182 views 1 comment -1 point Most recent by Coach Natalie May 29Current Online Banking Issues
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  SchoolsFirst FDP-103 (edited)

  Tim Etherington 41 views 7 comments 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts
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  Thrift Savings Plan FDP-102 error (edited)

  Sarah S. 429 views 25 comments 1 point Most recent by Coach Natalie May 28Adding and Updating Accounts
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  NEW 5/28/26: Thrift Savings Plan returns an FDP-102 error

  Announcement Coach Natalie 42 views 0 comments 0 points Started by Coach Natalie May 28 Current Online Banking Issues
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  Idaho College Savings - error 170 (edited)

  Kchingon 175 views 22 comments 1 point Most recent by Coach Natalie May 28Adding and Updating Accounts
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  How do we add Quest529.com accounts to Simplifi?

  NumberOne 11 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  Robinhood FDP-101 (edited)

  Rick_B 60 views 3 comments 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  Unable to connect to Discover Card "User Access Denied" (edited)

  dwheel3quic 13 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  USAA accounts do not show in Quicken Simplifi - "You have already added all your accounts" (edited)

  fastman2 23 views 2 comments 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  NEW 5/26/26: NetExchange Investor / NetxInvestor FIs - Missing Accounts / FDP-106

  Announcement Coach Kristina 235 views 0 comments 2 points Started by Coach Kristina May 26 Current Online Banking Issues
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  Please add EquatePlus to Simplifi

  Active woodswayne 547 views 17 comments 24 points Most recent by iotr May 26Report Missing Financial Institution or Biller
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  SurePayroll 401k Plans FDP-155 (edited)

  exabrial 12 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts
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  Bank of America Account Not Downloading Transactions

  dudgeonc 31 views 2 comments 1 point Most recent by JLASR May 26Adding and Updating Accounts
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  Merged: Apple Credit Card inverse balance (edited)

  Closed lwyman 31 views 0 comments 0 points Most recent by SRC54 May 26Adding and Updating Accounts
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  Only 2 of 10+ cleared transactions downloaded this morning (edited)

  Dan83 32 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Flopbot 54 views 8 comments 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts
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  SEI Client Connect FDP-101 (edited)

  davidcwalls 41 views 6 comments 0 points Most recent by davidcwalls May 24Adding and Updating Accounts
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  HSA Bank - Investments account not showing

  The Merg 24 views 1 comment 0 points Most recent by Coach Laura May 24Adding and Updating Accounts
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 1.1K views 60 comments 1 point Most recent by Coach Laura May 24Adding and Updating Accounts
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  Request to add Vestwell 401K (edited)

  newjackswing4ever 184 views 8 comments 14 points Most recent by lafloofy May 23Report Missing Financial Institution or Biller
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  neon45 262 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 41 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
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  Allow users to limit the transactions downloaded when linking an account

  DryHeat 25 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts
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  Frost Bank FDP-101

  Marshall01 11 views 1 comment 0 points Most recent by Coach Natalie May 22Adding and Updating Accounts
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  Unable to connect to Wescom Financial (edited)

  REO_Swedewagen 22 views 3 comments 1 point Most recent by Coach Natalie May 22Adding and Updating Accounts
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  Merged: Live Oak Bank FDP-103 error

  Closed System 1 view 0 comments 0 points Most recent by REO_Swedewagen May 22Adding and Updating Accounts