Online Banking

Discussion List

• 
  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 72 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
• 
  Duplicate transactions for every Morgan Stanley checking activity

  Closed mketner 11 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
• 
  Banco Popular Puerto Rico FDP-103 error (edited)

  Closed Alfred James 426 views 33 comments 2 points Most recent by cvh1921 August 2025Adding and Updating Accounts
• 
  Coinbase account does not show balances and stocks correctly (edited)

  Closed dtorg1955 61 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
• 
  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
• 
  My bank, Desjardins, doesn’t allow a constant real-time connection

  Closed LaVraieNinie 43 views 2 comments 0 points Most recent by DryHeat August 2025Adding and Updating Accounts
• 
  Barclays FDP-101

  Closed rjg5060 189 views 14 comments 0 points Most recent by Joshua Miller August 2025Adding and Updating Accounts
• 
  10

  Up
  Lively HSA

  In Review BTurner00 337 views 10 comments 10 points Most recent by Jmod August 2025Report Missing Financial Institution or Biller
• 
  Fidelity Visa shows correct balance, but not showing transactions

  Closed Curanthir 219 views 9 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 172 views 19 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 56 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  FDP-103 error on Ascensus

  Closed sajsterptl 332 views 23 comments 0 points Most recent by samsonite August 2025Adding and Updating Accounts
• 
  SECU of Maryland "Bank not available now" (edited)

  Closed keepingit2gether 21 views 2 comments 0 points Most recent by DannyB August 2025Adding and Updating Accounts
• 
  3

  Up
  AAA Travel Advantage Credit Card - Comenity (edited)

  Active Charles Collins 325 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution or Biller
• 
  Add Strike Accounts to Simplifi

  Closed gas_powered_stick 2 views 1 comment 1 point Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 113 views 15 comments 0 points Most recent by wrankin August 2025Adding and Updating Accounts
• 
  Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

  Closed Derrick R 11 views 0 comments 0 points Most recent by Derrick R August 2025Adding and Updating Accounts
• 
  What is the ETA for FDP-103 with Axos Bank? (edited)

  Closed theprisoner 22 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Missing: Albert

  Closed Chris.quick4 11 views 1 comment 1 point Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Midfirst Bank - FDP-107 (Ongoing issue?)

  Closed bethimusprime 111 views 5 comments 0 points Most recent by SJPusateri August 2025Adding and Updating Accounts
• 
  2

  Up
  First Trust Bank Mortgage & Loan (edited)

  Active JTEck37 3 views 0 comments 2 points Most recent by JTEck37 August 2025Report Missing Financial Institution or Biller
• 
  CMG Mortgage

  Closed vdavy718 35 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  48

  Up
  Missing Utah Educational Savings Plan (aka my529)

  In Review LAMD 1.9K views 54 comments 48 points Most recent by tommerdahl August 2025Report Missing Financial Institution or Biller
• 
  Unable to connect to Empower (edited)

  Closed tommerdahl 21 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  FDP-103 for Human Interest 401k Persisting

  Closed silalus 32 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Issue with Barclay's MFA

  Closed System 54 views 3 comments 0 points Most recent by Charles Collins August 2025Adding and Updating Accounts
• 
  Why doesn't Simplifi re-authenticate my credit card account?

  Answered ✓ Closed RPeters 48 views 5 comments 0 points Most recent by RobWilk August 2025Adding and Updating Accounts
• 
  Navy Federal "connection error" - FDP-350 (edited)

  Closed RobWilk 21 views 2 comments 0 points Most recent by RobWilk August 2025Adding and Updating Accounts