Online Banking

Discussion List

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  Options for adding Fidelity accounts?

  Closed Pastel6165 427 views 5 comments 0 points Most recent by Coach Natalie April 22Adding and Updating Accounts
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  All accounts not downloading

  Closed Mick 107 views 6 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Firstmark Services - Student Loans FDP-105 (edited)

  Closed blacklab787 432 views 17 comments 0 points Most recent by Coach Natalie April 22Adding and Updating Accounts
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  Recommendations for a HYSA that plays nicely with Simplifi

  Answered ✓ Closed AndyWatson 38 views 1 comment 0 points Most recent by UrsulaA April 22Adding and Updating Accounts
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  What are the chances of getting my bank listed?

  Closed Red Walker 25 views 3 comments 0 points Most recent by Coach Kristina April 21Adding and Updating Accounts
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  Ameris Bank - BUSINESS accounts

  Active JasonD 118 views 4 comments 3 points Most recent by Coach Kristina April 21Report Missing Financial Institution
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  Venmo asks for 2FA multiple times a day

  Closed rbw 431 views 5 comments 4 points Most recent by rbw April 20Adding and Updating Accounts
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  "You have already added all your accounts at this bank." message with Loancare

  Closed System 100 views 9 comments 0 points Most recent by Apr627 April 20Adding and Updating Accounts
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  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 126 views 9 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  Unable to add "Employee Retirement Plan - Cash Balance" Vanguard account (edited)

  Closed Neubadger 96 views 5 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  Account connect issue

  Closed ChrisOcean 59 views 1 comment 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  Benefits Consulting Group Retirement Accounts

  Active atxtonyc 14 views 1 comment 1 point Most recent by Coach Jon April 19Report Missing Financial Institution
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  Connecting a Schwab 529 Account

  Closed esender 97 views 5 comments 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
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  Not able to sync my Chase accounts (edited)

  Closed PAW 38 views 1 comment 0 points Most recent by Coach Jon April 18Troubleshooting
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  Ally Mastercard not syncing transactions - balance only

  Closed Devlpr 102 views 4 comments 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
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  Citadel FCU error 108

  Closed Jmark 12 views 1 comment 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
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  Duplicate transactions with Alliant Visa (edited)

  Closed TheHikingViking 108 views 11 comments 0 points Most recent by Coach Natalie April 18Adding and Updating Accounts
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  Rocket Mortgage (Quicken Loans) Stopped Updating FDP-103 error (edited)

  Closed JAXmultiplat 282 views 3 comments 0 points Most recent by Kevin M April 17Adding and Updating Accounts
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  Account balance calculation

  Closed bmacd615 16 views 1 comment 0 points Most recent by Coach Jon April 16Troubleshooting
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  Unable to connect to Synchrony Bank credit cards

  Closed Vijay V 30 views 1 comment 0 points Most recent by Coach Jon April 16Adding and Updating Accounts
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  Blue Federal Credit Union Error 105

  Closed wvorderberg 89 views 4 comments 0 points Most recent by Coach Natalie April 16Adding and Updating Accounts
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  Merged: Blue Federal Credit Union (Blue FCU) won't connect, FDP-102 Error

  acon 11 views 0 comments 0 points Started by acon April 16 Adding and Updating Accounts
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  Edward Jones not updating - Care Code: FDP-187

  Closed kw1997 30 views 1 comment 0 points Most recent by Coach Natalie April 15Adding and Updating Accounts
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  Can't add financing credit cards

  Closed Ragana5 26 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
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  Missing Transactions from Edward Jones (edited)

  Closed Clark 541 views 57 comments 0 points Most recent by Coach Natalie April 15Adding and Updating Accounts
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  Are their account sync conflicts when Quicken Classic & Simplifi are used in 1 household?

  Answered ✓ Closed Darn4nr 191 views 9 comments 0 points Most recent by Coach Jon April 15Troubleshooting
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  Ally Bank FDP-103 error (edited)

  Closed iupab 231 views 3 comments 0 points Most recent by iupab April 15Adding and Updating Accounts
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  FDP-105 Error with Merrill Edge (edited)

  Closed lwyman 1.5K views 28 comments 0 points Most recent by Coach Kristina April 14Adding and Updating Accounts
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  National Bank Independent Network is missing

  Active Newtvfanatic 40 views 2 comments 1 point Most recent by Newtvfanatic April 14Report Missing Financial Institution