Online Banking

Discussion List

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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 9Report Missing Financial Institution or Biller
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  Importing History

  Answered ✓ Closed lynchbro 41 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 23 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 44 views 0 comments 0 points Started by mollyj February 8 Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 25 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 495 views 17 comments 9 points Most recent by rlorcro February 7Report Missing Financial Institution or Biller
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  No PayPal transactions have downloaded since October

  Closed System 23 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 13 views 0 comments 2 points Started by Bob2763 February 5 Feature Requests
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 22 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

  Adeem Fenster 149 views 18 comments 1 point Most recent by Coach Jon February 5Adding and Updating Accounts
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 33 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  [ONGOING] 1/21/26: GM Financial Auto Loan returns FDP-106

  Coach Jon 81 views 1 comment 1 point Most recent by Coach Jon February 5Current Online Banking Issues
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 17 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 156 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 52 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 20 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 34 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 21 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  American Education Services - Care Code: FDP-530

  Closed atantillo 16 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 8 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution or Biller
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 15 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 57 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 17 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 181 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 39 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 44 views 2 comments 1 point Most recent by EL1234 February 3Adding and Updating Accounts
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 63 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 6 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 16 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts