Online Banking

Unable to add HSA Bank to accounts in Simplifi

Closed aopenshaw 41 views 2 comments 0 points Most recent by aopenshaw February 2025Adding and Updating Accounts

Fidelity error api.database.accountkey.not found

Closed BARD 25 views 3 comments 0 points Most recent by BARD February 2025Adding and Updating Accounts

Wells Fargo Account Not Linking

Closed rmpaquin 37 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

FDP-155 with PenFed

Closed System 265 views 15 comments 1 point Most recent by Coach Kristina February 2025Adding and Updating Accounts

Vanguard Brokerage Balances Untimely and Don't Match Between Screens

Closed TomAter 540 views 6 comments 1 point Most recent by TomAter February 2025Adding and Updating Accounts

Vanguard OL-295-A Errors on QClassic for Win

Closed TheDisplacedHoosier 432 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

1

Add UBS Mortgage

Active JWV 122 views 7 comments 1 point Most recent by JWV February 2025Report Missing Financial Institution or Biller

6

Teachers Retirement System of NYC

Active ericmacd 144 views 2 comments 6 points Most recent by gadig February 2025Report Missing Financial Institution or Biller

FDP-102 error with Barclays

Closed System 152 views 18 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

Add Extraco Bank (edited)

Closed dkhardwick 24 views 5 comments 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts

FDP-103 error with NWPS retirement systems (edited)

Closed wjsackett 16 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

Venmo transaction - Simplifi creates extra transaction???

Closed DavidB 238 views 2 comments 0 points Most recent by DavidB February 2025Managing Your Transactions

Workaround to connect CA, GA, OK, MI, WI 529 accounts to Simplifi AND avoid MFA

Closed Duke0486 199 views 2 comments 1 point Most recent by Duke0486 February 2025Adding and Updating Accounts

Empower retirement accounts have stopped batch downloading (edited)

Closed Duke0486 316 views 11 comments 0 points Most recent by Duke0486 February 2025Adding and Updating Accounts

The Standard Retirement Plan Issue Update? (edited)

Closed vollmas 109 views 8 comments 0 points Most recent by vollmas February 2025Adding and Updating Accounts

Why does Intuit's institution availability vary between Simplifi and Mint?

Closed Duke0486 33 views 2 comments 0 points Most recent by Flopbot February 2025Adding and Updating Accounts

John Hancock FDP-102 error

Closed btzielinski 108 views 3 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

Amex checking transactions showing online transfer instead of detailed info

Closed simpliplease 210 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts

Coinbase FDP-103 No API Keys Work

Closed sami 2.6K views 77 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

EverBank FDP-103 error (edited)

Closed gsong 267 views 13 comments 1 point Most recent by JCL February 2025Adding and Updating Accounts

T. Rowe Price Retirement - FDP-176 error

Closed System 658 views 40 comments 0 points Most recent by CamasD90 February 2025Adding and Updating Accounts

Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

Closed JCG2042 36 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts

Please add Capital Federal Bank in Topeka KS (edited)

Closed kmg1019 12 views 1 comment 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts

Ulta Beauty Ultimate Rewards Mastercard - FDP 103

Closed damnedxer 273 views 10 comments 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts

Online Banking

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