Online Banking

Discussion List

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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 148 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  freirich 49 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  sdmoore59 18 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  ronshapiro 33 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  NEW 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Announcement Coach Jon 76 views 0 comments 1 point Started by Coach Jon February 4 Current Online Banking Issues
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 20 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)

  jhst 64 views 10 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  American Education Services - Care Code: FDP-530

  atantillo 7 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 6 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution
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  Need an update on Vanguard (edited)

  Jeff C 39 views 2 comments 0 points Most recent by Jeff C February 3Adding and Updating Accounts
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  Can't add Pen Fed HELOC account (edited)

  theoracle39 14 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  cyberstackn 50 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Riding Rob 14 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  tsananiu 152 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  maxvv 34 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ EL1234 29 views 2 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  [ONGOING] 1/20/26: Freedom Mortgage - Inverted Balance for loans with Finicity

  Coach Jon 49 views 1 comment 0 points Most recent by Coach Natalie February 3Current Online Banking Issues
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  ogl 51 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  smking 4 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Mr_C_Kent 14 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Jerristeve 2 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  EQ Bank Error FDP-106

  donnajean 108 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 502 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Add support for Investor360

  Active Ken M 724 views 35 comments 11 points Most recent by Tabbykat 403 February 2Report Missing Financial Institution
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  Persistent Error 102 When Connecting Stash Account - Quicken Simplifi

  macanach 31 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Alerus connection STILL doesn’t work (FDP-103)

  aariana 13 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
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  EmpowerMyRetirement disconnected? (FDP-6000 error)

  Amethyst64 13 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Varo Banking

  In Review bcolvin770 543 views 21 comments 18 points Most recent by aj6 February 1Report Missing Financial Institution
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  Target Circle Card won't download new transactions

  RFL281 3.1K views 180 comments 1 point Most recent by allensipe January 31Adding and Updating Accounts