Online Banking

Bank of America Quicken Simplifi FDP-105 Error

Closed AlexPKeaton 90 views 5 comments 0 points Most recent by coffs016 June 3Adding and Updating Accounts

Cross Country Mortgage FDP-106 (edited)

Closed pjholland 85 views 3 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts

NetX Exchange (NETXInvestor.com) FDP-106 (edited)

Closed phlsphr 212 views 14 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts

26

Missing MySynchrony login for credit cards (edited)

Active jtjones0304 4.7K views 42 comments 26 points Most recent by Dav3d June 2Report Missing Financial Institution or Biller

Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

Closed Adeem Fenster 293 views 21 comments 1 point Most recent by Coach Natalie May 29Adding and Updating Accounts

Apple balances are opposite what they should be (edited)

Closed FutureEye 488 views 19 comments 1 point Most recent by SRC54 May 29Adding and Updating Accounts

Unable to connect to Guild Mortgage - Guild Customer Login FDP-101

Closed divegoga 51 views 1 comment 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts

SchoolsFirst FDP-103 (edited)

Closed Tim Etherington 87 views 7 comments 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts

Idaho College Savings - error 170 (edited)

Closed Kchingon 303 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 25 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 28 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts

26

Please add EquatePlus to Simplifi

Active woodswayne 621 views 17 comments 26 points Most recent by iotr May 26Report Missing Financial Institution or Biller

SurePayroll 401k Plans FDP-155 (edited)

Closed exabrial 12 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 56 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts

SEI Client Connect FDP-101 (edited)

Closed davidcwalls 91 views 6 comments 0 points Most recent by davidcwalls May 24Adding and Updating Accounts

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

rp343 1.3K 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 454 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 54 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 41 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts

Frost Bank FDP-101

Closed Marshall01 15 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 28 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 73 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts

3

JP Morgan Vestwell

Active Ditch 25 views 0 comments 3 points Started by Ditch May 21 Report Missing Financial Institution or Biller

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