Online Banking

Discussion List

• 
  No PayPal transactions have downloaded since October

  Closed System 86 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
• 
  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
• 
  4

  Up Down
  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 17 views 0 comments 4 points Most recent by Bob2763 February 5Feature Requests
• 
  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 54 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
• 
  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 102 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
• 
  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 34 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
• 
  Alerus is still not fixed. (FDP-103)

  Closed subiemat 380 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
• 
  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 187 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
• 
  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 38 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
• 
  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 109 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
• 
  3

  Up Down
  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 86 views 3 comments 3 points Most recent by Coach Natalie February 4Feature Requests
• 
  American Education Services - Care Code: FDP-530

  Closed atantillo 42 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  1

  Up
  Support for Cinefi

  Active fortitood 27 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
• 
  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 45 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 249 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 37 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
• 
  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 581 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 154 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
• 
  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 177 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
• 
  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 150 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
• 
  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 32 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
• 
  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 43 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 45 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
• 
  EQ Bank Error FDP-106

  Closed donnajean 306 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 70 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
• 
  EmpowerMyRetirement disconnected? (FDP-6000 error)

  Closed Amethyst64 58 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
• 
  20

  Up
  Varo Banking

  In Review bcolvin770 802 views 21 comments 20 points Most recent by aj6 February 1Report Missing Financial Institution or Biller
• 
  Target Circle Card won't download new transactions

  Closed RFL281 5.9K views 180 comments 2 points Most recent by allensipe January 31Adding and Updating Accounts
• 
  Some Amex accounts are not being discovered

  Closed System 1K views 40 comments 1 point Most recent by Coach Jon January 30Adding and Updating Accounts