Online Banking

Discussion List

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  Balance in Investment portfolio page is incorrect (edited)

  Closed Shahar 16 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts
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  [ONGOING] 1/13/26: Needham Bank - Business returning FDP-2102 error

  Coach Jon 23 views 1 comment 0 points Most recent by Coach Jon January 27Current Online Banking Issues
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  Cannot sync Venmo FDP-102

  Closed Jrunner01 1.7K views 55 comments 6 points Most recent by Coach Natalie January 27Adding and Updating Accounts
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  Fidelity HSA account no longer added to Simplifi

  Closed mariafed 50 views 3 comments 0 points Most recent by Coach Natalie January 27Adding and Updating Accounts
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  Please add People First Federal Credit Union

  Active B_H 14 views 5 comments 2 points Most recent by B_H January 27Report Missing Financial Institution or Biller
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  Request Paychex Flex for 401k

  In Review Up2theRight 787 views 27 comments 20 points Most recent by stl01 January 27Report Missing Financial Institution or Biller
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  No connection to multiple banks (edited)

  Closed ruthanneclarkjcp 60 views 8 comments 0 points Most recent by Coach Jon January 26Adding and Updating Accounts
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  Balance Type Reset on all of my accounts

  Closed pastchief8 23 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts
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  How do I Add a Prudential account to Quicken Classic?

  Answered ✓ Closed yudi 7 views 1 comment 0 points Most recent by Coach Jon January 26Adding and Updating Accounts
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  [ONGOING] 8/5/25: Multiple College Savings Plans returning an FDP-103 error

  Coach Jon 468 views 4 comments 1 point Most recent by Coach Jon January 26Current Online Banking Issues
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  Credit Card Promotion Search

  Active CU_Ninjaneer 13 views 0 comments 0 points Started by CU_Ninjaneer January 25 Feature Requests
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  Principal 401K balance value always behind by 2 days

  Closed rjg5060 17 views 2 comments 0 points Most recent by rjg5060 January 24Adding and Updating Accounts
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  Broken connection with MIT Federal Credit Union - request-body-field-unsupported (edited)

  Closed trewbux 12 views 2 comments 0 points Most recent by trewbux January 24Adding and Updating Accounts
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  Cannot connect to TIAA - Care code: PRODUCTS_NOT_SUPPORTED

  Closed ChrisWT314 131 views 8 comments 0 points Most recent by bob303727 January 23Adding and Updating Accounts
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 43 views 2 comments 8 points Most recent by bob303727 January 23Feature Requests
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  Huntington Bank issues - FDP-103 (edited)

  Closed Juliekins 23 views 1 comment 0 points Most recent by Coach Jon January 23Adding and Updating Accounts
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  AMEX HYSA ZERO balance yet again ...

  Closed quickdave 49 views 5 comments 0 points Most recent by Coach Jon January 22Adding and Updating Accounts
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  connection for RoundPoint Mortgage Servicing LLC

  Closed F1ywhiteguy 31 views 4 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Add Support for Cash App (2 Merged Votes)

  In Review eldon 1.8K views 40 comments 50 points Most recent by anold January 22Report Missing Financial Institution or Biller
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  Sure401k Broken Since August 2025 - FDP-155 (edited)

  Closed exabrial 13 views 5 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  New OAuth Connection with Franklin Templeton

  Closed Coach Jon 127 views 0 comments 0 points Started by Coach Jon January 21 Announcements
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  Everbank dual factor is sending a code to the wrong phone number

  Closed StephenFarnsworth 14 views 4 comments 0 points Most recent by Coach Jon January 21Adding and Updating Accounts
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  Unable to connect to TreasuryDirect. Care Code: FDP-101

  Closed Oogway 21 views 1 comment 0 points Most recent by Coach Jon January 21Adding and Updating Accounts
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  USAA transactions STILL not loading in timely manner

  Closed lizgraydvm 13 views 2 comments 0 points Most recent by lizgraydvm January 21Adding and Updating Accounts
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  Please add the Standard for 401ks

  Closed mothra1963 2 views 1 comment 1 point Most recent by Coach Jon January 21Adding and Updating Accounts
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  Fairway has updated log in information

  Closed mothra1963 19 views 1 comment 1 point Most recent by Coach Jon January 21Adding and Updating Accounts
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  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Closed Travis H 80 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts