Online Banking

Discussion List

• 
  Macy's Credit Card Connection Issue: "Unable to connect Macy's Credit Card FDP-176"

  Closed Jlexky 25 views 2 comments 0 points Most recent by Jlexky February 2025Adding and Updating Accounts
• 
  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 158 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  Need to be able to link to servicing.mohela.com

  Closed chemsam08 21 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  Unable to connect to American Funds Retirement Planning Center

  Closed DjDennyb 63 views 3 comments 1 point Most recent by Hebium February 2025Adding and Updating Accounts
• 
  Follow-Up: American Funds Retirement Center returning 103 & 155 errors

  Closed nbscott98 21 views 2 comments 2 points Most recent by Hebium February 2025Adding and Updating Accounts
• 
  Unable to download transactions from TD Bank (edited)

  Closed Anthony S 158 views 8 comments 0 points Most recent by Anthony S February 2025Adding and Updating Accounts
• 
  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 26 views 3 comments 0 points Most recent by BARD February 2025Adding and Updating Accounts
• 
  Wells Fargo Account Not Linking

  Closed rmpaquin 31 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  FDP-155 with PenFed

  Closed System 296 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 595 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 433 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  1

  Up
  Add UBS Mortgage

  Active JWV 121 views 7 comments 1 point Most recent by JWV February 2025Report Missing Financial Institution or Biller
• 
  6

  Up
  Teachers Retirement System of NYC

  Active ericmacd 143 views 2 comments 6 points Most recent by gadig February 2025Report Missing Financial Institution or Biller
• 
  FDP-102 error with Barclays

  Closed System 177 views 18 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
• 
  Add Extraco Bank (edited)

  Closed dkhardwick 36 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 12 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 249 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 207 views 2 comments 1 point Most recent by Duke0486 February 2025Adding and Updating Accounts
• 
  Empower retirement accounts have stopped batch downloading (edited)

  Closed Duke0486 335 views 11 comments 0 points Most recent by Duke0486 February 2025Adding and Updating Accounts
• 
  The Standard Retirement Plan Issue Update? (edited)

  Closed vollmas 104 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 34 views 2 comments 0 points Most recent by Flopbot February 2025Adding and Updating Accounts
• 
  John Hancock FDP-102 error

  Closed btzielinski 114 views 3 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts