Online Banking

Discussion List

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

  Closed Duke0486 218 views 2 comments 1 point Most recent by Duke0486 February 2025Adding and Updating Accounts
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  Empower retirement accounts have stopped batch downloading (edited)

  Closed Duke0486 350 views 11 comments 0 points Most recent by Duke0486 February 2025Adding and Updating Accounts
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  The Standard Retirement Plan Issue Update? (edited)

  Closed vollmas 113 views 8 comments 0 points Most recent by vollmas February 2025Adding and Updating Accounts
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  Why does Intuit's institution availability vary between Simplifi and Mint?

  Closed Duke0486 39 views 2 comments 0 points Most recent by Flopbot February 2025Adding and Updating Accounts
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  John Hancock FDP-102 error

  Closed btzielinski 120 views 3 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 244 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts
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  Coinbase FDP-103 No API Keys Work

  Closed sami 2.7K views 77 comments 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  EverBank FDP-103 error (edited)

  Closed gsong 302 views 13 comments 1 point Most recent by JCL February 2025Adding and Updating Accounts
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  T. Rowe Price Retirement - FDP-176 error

  Closed System 748 views 40 comments 0 points Most recent by CamasD90 February 2025Adding and Updating Accounts
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  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 34 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Please add Capital Federal Bank in Topeka KS (edited)

  Closed kmg1019 14 views 1 comment 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Ulta Beauty Ultimate Rewards Mastercard - FDP 103

  Closed damnedxer 278 views 10 comments 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Merged: can't add Penfed account

  Closed supermatthew 1 view 0 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Please add Amundi Investments to the list of financial companies

  Closed Antwan68 11 views 1 comment 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Nationwide FDP-155 error

  Closed wit713 43 views 3 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  ONGOING 2/12/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 72 views 1 comment 0 points Most recent by Coach Natalie February 2025Current Online Banking Issues
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  Planet Home Lending - Mortgage service (edited)

  Active Midwestsusan 227 views 7 comments 3 points Most recent by lsgc123 February 2025Report Missing Financial Institution or Biller
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  Merged: Can you please add Varo Bank to the available choices? This is my primary Personal Bank.

  Closed Brojsmith 11 views 0 comments 2 points Most recent by Brojsmith February 2025Report Missing Financial Institution or Biller
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  Is Simplifi using the wrong URL for Primis Digital Banking?

  Answered ✓ Closed iflyhg 95 views 6 comments 0 points Most recent by middlelevin February 2025Adding and Updating Accounts
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  Duplicate Pending Transactions...

  Closed nicko 63 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  California Coast Credit Union FDP-106

  Closed System 212 views 17 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Space Coast CU Connection Issues

  Closed Travis B. 335 views 38 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Chase: Minor balance issues

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 174 views 1 comment 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Northpointe Mortgage has changed

  Closed jdaubs45 24 views 1 comment 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Connection problem to link FNBO credit card

  Closed Ichigooo 48 views 4 comments 0 points Most recent by Ichigooo February 2025Adding and Updating Accounts