Online Banking

Discussion List

• 
  Merged: In Simplifi Adding Amex High Yield Savings

  azcarefres 11 views 0 comments 0 points Started by azcarefres January 2024 Adding and Updating Accounts
• 
  2

  Up
  Dividend Financial (Fifth Third Bank)

  Active budgetj75 63 views 4 comments 2 points Most recent by budgetj75 January 2024Report Missing Financial Institution
• 
  Simplifi won't add my second Citibank account

  Closed SWC 34 views 1 comment 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
• 
  Unable to add Discover accounts

  Closed System 78 views 2 comments 0 points Most recent by mcwillzz January 2024Adding and Updating Accounts
• 
  Cannot access Citi Bank Accounts ... Trying to migrate from Mint

  Answered ✓ Closed mikefullmer 64 views 1 comment 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
• 
  6

  Up
  Smart-Choice Accounts HSA/FSA

  In Review Skyfox675 280 views 2 comments 6 points Most recent by quick-lotus January 2024Report Missing Financial Institution
• 
  Multiple Logins to same Financial Institutions - Forgets Prior Login

  Closed micaheldotu 167 views 1 comment 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
• 
  Compromised Credit Card - Cannot Add New Account

  Closed dhpeter 45 views 4 comments 0 points Most recent by dhpeter January 2024Adding and Updating Accounts
• 
  Peoples Bank (Lancaster, PA)

  Closed Daybear 24 views 1 comment 1 point Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Brighthouse Financial addition?

  Closed denimike 23 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  newbie here, can't find some of my banks...

  Closed itlm062 93 views 3 comments 0 points Most recent by Coach Natalie January 2024Getting Started
• 
  13

  Up
  Support for Coinbase Pro accounts?

  In Review Bob1 1.4K views 12 comments 13 points Most recent by jwilleke January 2024Report Missing Financial Institution
• 
  1

  Up
  Please add My Georgia Credit Union

  Active BWW 32 views 0 comments 1 point Started by BWW January 2024 Report Missing Financial Institution
• 
  I am new to Simplifi and I have NOT been able to connect my Chase CC Accounts

  Closed System 113 views 4 comments 0 points Most recent by RockLee January 2024Adding and Updating Accounts
• 
  List of banks that play well with Simplifi?

  Answered ✓ Closed ZorroPlateado 845 views 1 comment 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts
• 
  Seattle Credit Union Credit Cards Showing As Assets and Missing Transactions (edited)

  Closed Mona 53 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Fidelity HSA accounts fail to add (edited)

  Closed MinB 2.1K views 59 comments 3 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Can't connect my ETrade account to Simplifi

  Closed Isidro Hegouaburu 711 views 3 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Issues adding Fidelity Visa (edited)

  Closed Dave S 170 views 1 comment 1 point Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Request to Connect to Morgan Stanley

  Closed mthoman1 282 views 2 comments 0 points Most recent by mthoman1 January 2024Adding and Updating Accounts
• 
  Navy Federal Credit Union is requesting 2FA code each time I open Simplifi

  Closed Dognose 142 views 3 comments 1 point Most recent by Thedude1980 January 2024Adding and Updating Accounts
• 
  Connecting to Ellevest?

  Closed cgnash 251 views 7 comments 2 points Most recent by ecohn543 January 2024Adding and Updating Accounts
• 
  2FA Required to Sync Bank Account

  Closed 6Kings 151 views 2 comments 0 points Most recent by 6Kings January 2024Adding and Updating Accounts
• 
  LoanCare Servicing Center (myloancare.com)

  Closed bf79 843 views 7 comments 0 points Most recent by seedmon19 January 2024Adding and Updating Accounts
• 
  2

  Up
  Add People's National Bank Checotah

  Active Clark 92 views 11 comments 2 points Most recent by Coach Natalie January 2024Report Missing Financial Institution
• 
  Bank Balance Fluctuates Constantly

  Answered ✓ Closed Paul P 42 views 1 comment 0 points Most recent by Coach Natalie January 2024Troubleshooting
• 
  Citizens Bank transactions not updating (edited)

  Closed sunyab1984 199 views 6 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
• 
  "Balance with Pending" only shows the pending portion

  Closed josh-budgets 44 views 2 comments 0 points Most recent by josh-budgets January 2024Adding and Updating Accounts
• 
  Merged: Marcus by Goldman Sachs connection issue

  UrsulaA 61 views 0 comments 0 points Started by UrsulaA January 2024 Report a Bug