Online Banking

Discussion List

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  HealthEquity HSA savings balance is reporting an incorrect (and negative) balance

  Closed Neubadger 226 views 15 comments 0 points Most recent by Neubadger May 9Adding and Updating Accounts
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  Colonial Savings - Cannot Connect - New Mortgage Servicing Platform

  Closed ladlenits 176 views 17 comments 0 points Most recent by Coach Jon May 9Adding and Updating Accounts
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  FDP-103 error connecting to Pershing LLC

  Closed johnl 36 views 1 comment 0 points Most recent by Coach Jon May 9Adding and Updating Accounts
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  New to Simplifi: Unable to Access Merrill Lynch FDP-103 error

  Closed cuitcny 121 views 5 comments 0 points Most recent by Coach Natalie May 9Adding and Updating Accounts
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  Issues With Wells Fargo Credit Card

  Closed JayBlank 323 views 6 comments 0 points Most recent by Coach Natalie May 9Adding and Updating Accounts
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 250 views 4 comments 10 points Most recent by Proche May 8Feature Requests
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  Ameritas Retirement Care Code: FDP-101

  Closed Ant-Money 106 views 12 comments 0 points Most recent by Ant-Money May 8Adding and Updating Accounts
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  Missing Transaction from Fidelity 401k contributions.

  Closed Another Stephen 73 views 6 comments 0 points Most recent by Another Stephen May 8Adding and Updating Accounts
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  Cannot connect to Morgan Stanley stock plan connect (error FDP-196)

  Closed RayBen 2K views 45 comments 7 points Most recent by mark95tt May 8Adding and Updating Accounts
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  FDP-101 error from Midwest Loan Services

  Closed christpherr 118 views 11 comments 0 points Most recent by Coach Natalie May 8Adding and Updating Accounts
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  OneAmerica

  In Review jarot540 359 views 16 comments 5 points Most recent by rtuckr May 8Report Missing Financial Institution
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  Add Zia Credit Union

  Active MomtheManager 5 views 0 comments 1 point Started by MomtheManager May 8 Report Missing Financial Institution
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  Wells Fargo Credit Cards Not Connecting

  Closed nomoneynomore 27 views 1 comment 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  Fidelity Visa Credit Card hasn't pulled in any of my transactions (edited)

  Closed sca1178 60 views 2 comments 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  American Express Canada FDP-103 error (edited)

  Closed BigK75 45 views 1 comment 0 points Most recent by Coach Jon May 6Adding and Updating Accounts
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  Blue Federal Credit Union Error 105

  Closed mghubb 37 views 7 comments 0 points Most recent by mghubb May 6Adding and Updating Accounts
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  Mohela Connection Issues (FDP102)

  Closed Pchamb1998 636 views 11 comments 0 points Most recent by Coach Jon May 6Adding and Updating Accounts
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  East Texas professional credit union 102 error

  Closed Wlmartin 16 views 1 comment 0 points Most recent by Coach Jon May 6Adding and Updating Accounts
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  Corebridge Financial - Financial institution name needs to be changed

  Closed Moving 2wards FIRE 50 views 1 comment 0 points Most recent by Coach Natalie May 6Feedback
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  Could you please help me connect to Coinbase?

  Closed Vijay V 1K views 4 comments 0 points Most recent by Coach Natalie May 6Adding and Updating Accounts
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  Northway Bank Care Code: FDP-103

  Closed kferraro 98 views 20 comments 0 points Most recent by Coach Natalie May 6Adding and Updating Accounts
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  Request Paychex Flex for 401k

  In Review Up2theRight 513 views 21 comments 15 points Most recent by princely May 5Report Missing Financial Institution
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  Alight connection needs to be addressed

  Closed 1stDukeWellington 178 views 1 comment 2 points Most recent by Coach Kristina May 5Feedback
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  TD Canada Trust Card Balance do not Match the Bank

  Closed debbeh 47 views 2 comments 0 points Most recent by debbeh May 5Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 287 views 19 comments 0 points Most recent by Coach Kristina May 5Adding and Updating Accounts
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  Improvement (Drastic?) in bank sync time

  Closed RobWilk 34 views 2 comments 2 points Most recent by SRC54 May 4Feedback
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  US Bank not updating with Finicity (edited)

  Closed Westwise 208 views 11 comments 0 points Most recent by Westwise May 4Adding and Updating Accounts