Online Banking

Discussion List

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  Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

  Closed System 23 views 2 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Linking Financial Institutions

  Closed LJFiala 358 views 3 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  [ONGOING] 7/15/24: AXA Enterprise Funds - 401k returns a 102 error

  Coach Natalie 27 views 1 comment 0 points Most recent by Coach Natalie July 2024Current Online Banking Issues
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 73 views 0 comments 0 points Most recent by KB2014 July 2024Investments
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  Quicken / Rocket Loans Connectivity

  Closed wedgeloop 31 views 1 comment 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts
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  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 294 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts
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  Optum FPD-103 error

  Closed System 358 views 17 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Empty Register with PayPal Credit Card (edited)

  Closed Phogramity 1.1K views 62 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Wells Fargo credit card showing zero balance

  Closed nrp06 48 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  362
  Apple Card & Savings Accounts (2 Merged Votes)

  Completed Closed Chris Crosier 17.5K views 158 comments 362 points Most recent by Coach Natalie July 2024Report Missing Financial Institution or Biller
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  Venmo connection issue, no error code

  Closed luarnmmm 21 views 2 comments 0 points Most recent by RobWilk July 2024Adding and Updating Accounts
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  Alliant credit union not connecting code FDP-105

  Closed captainkeithy 43 views 1 comment 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  FDP-103 https://www.ubs.com/onesource/txn

  Closed klarosa 31 views 1 comment 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Milliman Benefits lost connection and won't reconnect

  Closed Glennms 333 views 22 comments 1 point Most recent by vinceviloria July 2024Adding and Updating Accounts
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  Up Down
  Add support for Mexico banks (edited)

  Active Alessandro Balcazar 22 views 0 comments 1 point Most recent by Alessandro Balcazar July 2024Feature Requests
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  Merged: TD Retail Financing

  nmcmahon1215 1 view 0 comments 1 point Most recent by nmcmahon1215 July 2024Report Missing Financial Institution or Biller
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  Issues in Microsoft Edge, Chase Bank, Fidelity, Quicken Support

  Closed OneThree 95 views 3 comments 0 points Most recent by DannyB July 2024Troubleshooting
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  American Express FDP-102 error

  Closed System 31 views 3 comments 0 points Most recent by Boydston July 2024Adding and Updating Accounts
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  USAA accounts not connecting correctly

  Closed juliansmith 359 views 7 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
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  Unable to connect to Truist (edited)

  Closed SemiGuy 216 views 4 comments 1 point Most recent by miket0429 July 2024Adding and Updating Accounts
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  Unable to connect to Rivermark Community Credit Union

  Closed Alex747 108 views 3 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
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  UFCU (Texas) not updating due to FDP-185 & Care Code: 324 (edited)

  Closed BlueGrits 89 views 10 comments 0 points Most recent by BlueGrits July 2024Adding and Updating Accounts
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  Trouble Connecting My PNC Account

  Closed twhittle 71 views 3 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
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  Canadian Tire Bank (Triangle Mastercard) not linkable/supported

  Closed Gakyle 247 views 2 comments 1 point Most recent by Coach Jon July 2024Adding and Updating Accounts
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  Problem Updated Fidelity Visa Transactions

  Closed amintzer 1.2K views 55 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Edward Jones Mutual funds daily pricing not updating

  Closed Clark 249 views 22 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Unable to connect to T. Rowe Price Retirement Plans at this time

  Closed mjs560 245 views 6 comments 0 points Most recent by mjs560 July 2024Adding and Updating Accounts