Online Banking

Discussion List

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  2
  Better Connection Stability

  In Progress HSC 244 views 6 comments 2 points Most recent by Matt Anfang December 2023Feature Requests
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  Can't add my Park National Bank business checking account (edited)

  Closed todd.r.king61 54 views 2 comments 0 points Most recent by todd.r.king61 December 2023Adding and Updating Accounts
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  Alterna Savings (Canada)

  In Review Jsev 33 views 0 comments 2 points Started by Jsev December 2023 Report Missing Financial Institution
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  1
  SURS State Universities Retirement System with Voya (edited)

  Already Offered Sample5175 116 views 1 comment 1 point Most recent by Sample5175 December 2023Report Missing Financial Institution
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  Epic Advisors FDP-103

  Closed jcbrady1 64 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  USI CG unable to connect to Simplifi FDP-155 error (edited)

  Closed Ctnee29 26 views 1 comment 0 points Most recent by RobWilk December 2023Adding and Updating Accounts
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  Unable to update Etrade account.

  Closed ivyleaf8 77 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Type Error when trying to connect to my Fidelity retirement account

  Closed sanfrancisconik 26 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  CD and Money Market Account $0 Balance

  Answered ✓ Closed Call me. 34 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Credit Union transactions downloading as "POS/Check Card Withdrawal"

  Closed System 35 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Morgan Stanley Wealth Management is not available even though it's available in Quicken Classic

  Closed jsturtevant 482 views 2 comments 1 point Most recent by KDeArmas December 2023Adding and Updating Accounts
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  SmartyPig account (1 Merged Vote)

  In Review bowgy4 275 views 7 comments 8 points Most recent by thefearofgod December 2023Report Missing Financial Institution
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  Solium Capital FDP-192

  Closed jkessler34 127 views 3 comments 1 point Most recent by tech December 2023Adding and Updating Accounts
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  Balance issues with Fidelity Rewards Visa (edited)

  Closed System 114 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Balance Issues with Fidelity Checking Account

  Closed System 103 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Fidelity Issues.. nb.fidelity.com pulled transactions are very delayed - inaccurate net worth

  Closed Eddie0272 108 views 2 comments 0 points Most recent by Eddie0272 December 2023Adding and Updating Accounts
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  How to add American Express Savings and CD accounts? (edited)

  Answered ✓ Closed pdavidk 64 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Ability to add accounts via routing+acct #s

  Active CoreyBarger 98 views 8 comments 0 points Most recent by UrsulaA December 2023Feature Requests
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  Is it possible to add an account not supported by Simplifi using my account and routing #?

  Answered ✓ Closed josepk0814 88 views 3 comments 0 points Most recent by josepk0814 December 2023Adding and Updating Accounts
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  Unable to add Computershare.com account FDP-108/FDP-3000 error (edited)

  Closed thalaivar 440 views 13 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Can't connect Amex card account

  Closed bellini100 68 views 1 comment 0 points Most recent by Coach Kristina December 2023Adding and Updating Accounts