Online Banking

Discussion List

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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 501 views 2 comments 1 point Most recent by KDeArmas December 2023Adding and Updating Accounts
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  Solium Capital FDP-192

  Closed jkessler34 131 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 116 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 110 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 112 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 101 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 96 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 451 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
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  The Standard 401K Connection Not Working FDP-101 error

  Closed vollmas 528 views 8 comments 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Adding Petal login??

  Answered ✓ Closed Sbennett819 51 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Features Requested

  Closed BigPicture 52 views 1 comment 0 points Most recent by UrsulaA December 2023Feedback
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  Unable to connect to First Command "Command Center" due to FDP-105 error (edited)

  Closed VSRJ 74 views 1 comment 0 points Most recent by Coach Kristina December 2023Adding and Updating Accounts
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  Empower, formerly Personal Capital, "Personal Cash"

  Closed rocksnhills 161 views 1 comment 1 point Most recent by DannyB December 2023Adding and Updating Accounts
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  Chase reconnect hangs

  Closed RockLee 64 views 2 comments 0 points Most recent by RockLee December 2023Adding and Updating Accounts
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  URL redirecting issue with South Coast Bank (edited)

  Closed maggiebrianne 23 views 2 comments 1 point Most recent by Coach Kristina December 2023Adding and Updating Accounts
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  Robinhood traditional IRA accounts do not appear/sync with Quicken Simplifi

  Closed System 605 views 3 comments 3 points Most recent by esender December 2023Adding and Updating Accounts
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  Missing NerdUp by NerdWallet (edited)

  Active Lawnmidget 23 views 0 comments 1 point Started by Lawnmidget December 2023 Report Missing Financial Institution
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  Self (edited)

  Active Lawnmidget 17 views 0 comments 1 point Started by Lawnmidget December 2023 Report Missing Financial Institution
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  Principal Connection Problem

  Closed swiederin 338 views 7 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  We are unable to connect to Publix Employees Federal CU at this time

  Closed CoolCustomer 78 views 4 comments 0 points Most recent by CoolCustomer December 2023Adding and Updating Accounts
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  Brokerage account transactions and holding not downloading

  Closed TodayTomorrow 23 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts