Online Banking

Cross Country Mortgage FDP-106 (edited)

pjholland 45 views 3 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts

NetX Exchange (NETXInvestor.com) FDP-106 (edited)

phlsphr 152 views 14 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts

25

Missing MySynchrony login for credit cards (edited)

Active jtjones0304 4.5K views 42 comments 25 points Most recent by Dav3d June 2Report Missing Financial Institution or Biller

[ONGOING] 5/18/26: Venmo - "Unable to connect to Venmo at this time"

Coach Natalie 65 views 1 comment 0 points Most recent by Coach Natalie June 1Current Online Banking Issues

Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

Adeem Fenster 190 views 21 comments 1 point Most recent by Coach Natalie May 29Adding and Updating Accounts

Apple balances are opposite what they should be (edited)

FutureEye 245 views 19 comments 1 point Most recent by SRC54 May 29Adding and Updating Accounts

Unable to connect to Guild Mortgage - Guild Customer Login FDP-101

divegoga 17 views 1 comment 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts

SchoolsFirst FDP-103 (edited)

Tim Etherington 45 views 7 comments 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts

Idaho College Savings - error 170 (edited)

Kchingon 197 views 22 comments 1 point Most recent by Coach Natalie May 28Adding and Updating Accounts

How do we add Quest529.com accounts to Simplifi?

NumberOne 12 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts

Unable to connect to Discover Card "User Access Denied" (edited)

dwheel3quic 14 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts

24

Please add EquatePlus to Simplifi

Active woodswayne 557 views 17 comments 24 points Most recent by iotr May 26Report Missing Financial Institution or Biller

SurePayroll 401k Plans FDP-155 (edited)

exabrial 11 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts

Merged: Apple Credit Card inverse balance (edited)

Closed lwyman 31 views 0 comments 0 points Most recent by SRC54 May 26Adding and Updating Accounts

Only 2 of 10+ cleared transactions downloaded this morning (edited)

Dan83 40 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts

SEI Client Connect FDP-101 (edited)

davidcwalls 55 views 6 comments 0 points Most recent by davidcwalls May 24Adding and Updating Accounts

Florida Prepaid College Plan no longer connecting (FDP-101)

rp343 1.1K views 60 comments 1 point Most recent by Coach Laura May 24Adding and Updating Accounts

13

Request to add Vestwell 401K (edited)

newjackswing4ever 249 views 8 comments 13 points Most recent by lafloofy May 23Report Missing Financial Institution or Biller

E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

Closed neon45 276 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts

6

Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

Active SRC54 42 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests

Allow users to limit the transactions downloaded when linking an account

Closed DryHeat 24 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts

Frost Bank FDP-101

Closed Marshall01 15 views 1 comment 0 points Most recent by Coach Natalie May 22Adding and Updating Accounts

Unable to connect to Wescom Financial (edited)

Closed REO_Swedewagen 22 views 3 comments 1 point Most recent by Coach Natalie May 22Adding and Updating Accounts

Merged: Live Oak Bank FDP-103 error

Closed System 1 view 0 comments 0 points Most recent by REO_Swedewagen May 22Adding and Updating Accounts

Citibank won’t connect FDP-105

Closed SgtB 40 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts

1

JP Morgan Vestwell

Active Ditch 15 views 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller

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