Online Banking

Discussion List

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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 106 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 35 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 53 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 47 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 35 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 26 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 27 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 148 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 32 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 371 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 78 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 109 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 101 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 18 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 12 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 189 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 36 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 38 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Varo Banking

  In Review bcolvin770 589 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 4.3K 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 728 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 289 views 18 comments 0 points Most recent by Coach Jon January 30Adding and Updating Accounts
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  Request for Update: OnePay Card Support in Quicken Simplifi

  Closed macanach 111 views 2 comments 0 points Most recent by macanach January 30Adding and Updating Accounts
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  John Hancock Retirement Plan Website URL Needs to be Updated - FDP-102 (edited)

  Closed xnp001 42 views 1 comment 0 points Most recent by Coach Jon January 30Adding and Updating Accounts
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  Fidelity Credit card account is now missing 6 transactions

  Closed RobI 38 views 3 comments 0 points Most recent by RobI January 30Adding and Updating Accounts
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  Guaranteed rate mortgage FDP-155 (edited)

  Closed mthoman1 36 views 2 comments 0 points Most recent by Coach Natalie January 30Report a Bug
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  Guaranteed Rate Mortgage

  Active jstraw 54 views 3 comments 5 points Most recent by mthoman1 January 30Report Missing Financial Institution or Biller
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  Uphold

  Active wts 12 views 0 comments 1 point Most recent by wts January 29Report Missing Financial Institution or Biller