Online Banking

SchoolsFirst FDP-103 (edited)

Closed Tim Etherington 74 views 7 comments 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts

Idaho College Savings - error 170 (edited)

Closed Kchingon 256 views 22 comments 1 point Most recent by Coach Natalie May 28Adding and Updating Accounts

How do we add Quest529.com accounts to Simplifi?

Closed NumberOne 18 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts

Unable to connect to Discover Card "User Access Denied" (edited)

Closed dwheel3quic 21 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts

24

Please add EquatePlus to Simplifi

Active woodswayne 579 views 17 comments 24 points Most recent by iotr May 26Report Missing Financial Institution or Biller

SurePayroll 401k Plans FDP-155 (edited)

Closed exabrial 16 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts

Merged: Apple Credit Card inverse balance (edited)

Closed lwyman 31 views 0 comments 0 points Most recent by SRC54 May 26Adding and Updating Accounts

Only 2 of 10+ cleared transactions downloaded this morning (edited)

Closed Dan83 48 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts

SEI Client Connect FDP-101 (edited)

Closed davidcwalls 59 views 6 comments 0 points Most recent by davidcwalls May 24Adding and Updating Accounts

Florida Prepaid College Plan no longer connecting (FDP-101)

rp343 1.2K views 60 comments 1 point Most recent by Coach Laura May 24Adding and Updating Accounts

E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

Closed neon45 344 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts

6

Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

Active SRC54 48 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests

Allow users to limit the transactions downloaded when linking an account

Closed DryHeat 28 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts

Frost Bank FDP-101

Closed Marshall01 20 views 1 comment 0 points Most recent by Coach Natalie May 22Adding and Updating Accounts

Unable to connect to Wescom Financial (edited)

Closed REO_Swedewagen 26 views 3 comments 1 point Most recent by Coach Natalie May 22Adding and Updating Accounts

Merged: Live Oak Bank FDP-103 error

Closed System 1 view 0 comments 0 points Most recent by REO_Swedewagen May 22Adding and Updating Accounts

Citibank won’t connect FDP-105

Closed SgtB 44 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts

3

JP Morgan Vestwell

Active Ditch 27 views 0 comments 3 points Started by Ditch May 21 Report Missing Financial Institution or Biller

11

Missing Financial Institution: Inspira Financial (formerly PayFlex)

Active jmille22 395 views 10 comments 11 points Most recent by Ditch May 21Report Missing Financial Institution or Biller

12

Add Live Oak Bank (edited)

Completed Closed ksenter 440 views 21 comments 12 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller

2

Imprint support for Shell cards

JH0 150 views 1 comment 2 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller

Robinhood - Savings accounts don't show up (edited)

Closed simplira 304 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts

[ONGOING] 05/06/25: UBS returns FDP-103 error

Coach Jon 373 views 3 comments 1 point Most recent by Coach Jon May 21Current Online Banking Issues

Workaround for Current Bank of America FDP-105 error (edited)

Closed tabram83 30 views 1 comment 0 points Most recent by Coach Jon May 20Adding and Updating Accounts

Raymond James - FDP-101/FDP-102/FDP-155 (edited)

Closed virshu 1.3K views 55 comments 0 points Most recent by Coach Jon May 20Adding and Updating Accounts

Online Banking

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