Online Banking

Discussion List

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  Merged: Still unable to connect with human interest

  Closed Phtrump 11 views 0 comments 0 points Most recent by Phtrump September 2025Adding and Updating Accounts
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 11 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Pioneer Valley Credit Union

  Active WPrecanico 13 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution or Biller
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 115 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 22 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Thrivent financial MFA issue

  Closed mglam2304 23 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  FDP-401 connecting to Amex

  Closed davidcwalls 141 views 4 comments 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Unable to add my Stash account (102 error)

  Closed jgcandle 31 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Transactions pending from Chase for over a week

  Closed Oogway 61 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 11 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  WaFd consumer account

  Active JayGee 72 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution or Biller
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  Savings accounts show up, but can't connect CD accounts (M&T Bank)

  Closed System 41 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 21 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  M & T still not connecting - FDP-103 (edited)

  Closed doramay 71 views 3 comments 0 points Most recent by doramay September 2025Adding and Updating Accounts
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  Can I add Navigate Retirement Solutions

  Closed KJBay 1 view 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Can I add EquatePlus that is powered from Computershare

  Closed KJBay 57 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Connections issues daily [Edited]

  Closed Dogtired 1 view 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Need help linking manual CMA account to the online account [Edited]

  Closed Dogtired 2 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Impact 401(K) (Principal Financial Group) - How to link to existing account?

  Answered ✓ Closed TubinCubin 94 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Charles Schwab Account Linking Issues in Quicken Simplifi

  Closed daldens 113 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  BMO Investorline

  Active donnajean 252 views 6 comments 4 points Most recent by Coach Kristina September 2025Report Missing Financial Institution or Biller
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  Disconnected from Vanguard can't reconnect. (FDP-106)

  Closed Supply3588 312 views 17 comments 2 points Most recent by dthibode September 2025Adding and Updating Accounts
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  Merged: Amazon Transaction Detail

  Closed Gibsongirl547 1 view 0 comments 2 points Most recent by Gibsongirl547 September 2025Feature Requests
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  Midflorida credit union out since 10/2024?! Update?

  Closed A P 1 view 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Union Bank & Trust Error FDP-102

  Closed A P 2 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Error When Connecting to Vanguard (QCS-0400-6)

  Closed sandglass 32 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts