Online Banking

Discussion List

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  I can't sync Quicken Simplifi with eTrade

  Closed ItalianPunch 116 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Refresh not working for Fidelity and Vanguard (edited)

  Closed richards_1025 60 views 5 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 46 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Why are transaction downloads are becoming more problematic?

  Closed dtnowell01 44 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Security Federal Savings Bank - IN - FDP-390 (edited)

  Closed wyattladd 33 views 6 comments 0 points Most recent by wyattladd July 2025Adding and Updating Accounts
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  American Express - FDP-378 for 15 days now

  Closed HotDog10101 3 views 2 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  request-body-field-unsupported error with LPL Financial (edited)

  Closed DingoBoy 43 views 5 comments 0 points Most recent by DingoBoy July 2025Adding and Updating Accounts
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  Add Thrivepass to supported banks

  Active scottiegee 4 views 1 comment 2 points Most recent by ammmze July 2025Report Missing Financial Institution
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  Incorrect Fidelity transaction description (incorrectly named "Check")

  Closed ejs 17 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  PayPal Cashback Matercard (FDP - 109)

  Closed Pchamb1998 29 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Ascensus - RPLink not connecting, Care Code: QCS-0429-2 (edited)

  Closed ahart6 38 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 76 views 15 comments 0 points Most recent by rscotton July 2025Adding and Updating Accounts
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  Axos Bank connection for personal accounts

  Closed JimR 55 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 262 views 17 comments 1 point Most recent by BrandonG July 2025Adding and Updating Accounts
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  Santander Credit Card Showing Credit Available Instead of Balance

  Closed Jeremy Young 426 views 82 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  [ONGOING] 6/18/25: TIAA returning FDP-102 and FDP-106 errors

  Coach Natalie 946 views 1 comment 6 points Most recent by Coach Natalie July 2025Current Online Banking Issues
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  Best Account Update Frequencies within Simplifi

  Answered ✓ Closed Dick_Davis 110 views 11 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Merged: Is there a way to connect EquatePlus?

  Closed nmnmnmnmn 11 views 0 comments 1 point Most recent by nmnmnmnmn July 2025Report Missing Financial Institution
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  How to Add YourMortgageOnline - Stockyards Bank

  Closed GoldOnTheCeiling 12 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Corebridge Financial not pulling holdings info

  Closed Mankow 186 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  BMW Financial Services

  Closed OTJoose 22 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  AllyBank Auto Loans FDP-103 error (edited)

  Closed countrycloudboy 11 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts