Online Banking

Discussion List

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  Is Simplifi using the wrong URL for Primis Digital Banking?

  Answered ✓ Closed iflyhg 73 views 6 comments 0 points Most recent by middlelevin February 11Adding and Updating Accounts
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  Duplicate Pending Transactions...

  Closed nicko 43 views 3 comments 0 points Most recent by SRC54 February 11Adding and Updating Accounts
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  California Coast Credit Union FDP-106

  Closed System 125 views 17 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  Space Coast CU Connection Issues

  Closed Travis B. 218 views 38 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  Chase: Minor balance issues

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie February 10Adding and Updating Accounts
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  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 89 views 1 comment 0 points Most recent by SRC54 February 9Adding and Updating Accounts
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  Northpointe Mortgage has changed

  Closed jdaubs45 4 views 1 comment 1 point Most recent by Coach Jon February 7Adding and Updating Accounts
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  Connection problem to link FNBO credit card

  Closed Ichigooo 37 views 4 comments 0 points Most recent by Ichigooo February 7Adding and Updating Accounts
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  Unable to link to existing accounts with Wells Fargo

  Closed ejs 106 views 10 comments 0 points Most recent by ejs February 7Adding and Updating Accounts
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  Digital Federal Credit Union (DCU) not updating

  Closed ejs 95 views 5 comments 0 points Most recent by Coach Jon February 7Adding and Updating Accounts
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  21st Mortgage FDP-155

  Closed Cayman C 11 views 1 comment 0 points Most recent by Coach Natalie February 7Adding and Updating Accounts
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 51 views 8 comments 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  Stifel Account Balance Issue Update? (edited)

  Answered ✓ Closed LucasJohnson 36 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  [ONGOING] 01/22/25: Jackson National Life returning an FDP-102

  Coach Jon 68 views 1 comment 0 points Most recent by Coach Jon February 6Current Online Banking Issues
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  The whole Empower fiasco

  Closed nrp06 56 views 1 comment 1 point Most recent by Coach Natalie February 6Adding and Updating Accounts
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  Wealthfront No Longer Syncs. api.database.accountkey.notfound - FDP-103 (edited)

  Closed Zerlegen 166 views 21 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Apple Cash family account

  Closed ejs 11 views 1 comment 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  What Kinds of Connection Methods Does Simplifi Have?

  Answered ✓ Closed lsgc123 96 views 2 comments 0 points Most recent by lsgc123 February 5Adding and Updating Accounts
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  Ascensus - RPLink FDP-102

  Closed Cruisemode3 188 views 6 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Robinhood doesn't show total balance anymore

  Closed vchan 735 views 12 comments 0 points Most recent by rogerh February 5Investments
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  Northwestern Mutual Investment Services

  Closed bhsorrow 134 views 1 comment 3 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Valic/AIG No Longer connecting

  Closed damnedxer 36 views 1 comment 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 42 views 2 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  4
  Only detect NEW Recurring Transactions when connecting or reconnecting account (edited)

  In Progress UrsulaA 113 views 13 comments 4 points Most recent by RoRo February 4Feature Requests