Overview

This article contains a comprehensive list of our current known issues.

Table of Contents

Current Online Banking Alerts

Current Product Issue Alerts

Financial Institutions Blocking Aggregation

Unsupported Financial Institutions

Other Known Online Banking Issues

Active Alerts

You can click on any of the topics listed below to see more details about the issue outlined in our Community Alert.

Note: Community Alerts are for informational purposes only and are therefore closed to comments. If you have a question about a Community Alert, you are more than welcome to post to the Community directly or reach out to the Simplifi Support Team.

Online Banking Issues

To see a complete list of our Current Online Banking Issues, please click here.

Note: If you're receiving a specific error with a bank not covered in this article, please be sure to check out our Top Bank Download Solutions by clicking here.

Known Product Issues

To see a complete list of our Known Product Issues, please click here.


Financial Institutions Blocking Aggregation

  • 1st Financial Bank USA

  • AfterPay

  • Ameritas Retirement Plans

  • Aspiration

  • Avant Loans

  • Baird OnLine

  • Bayview Loan Servicing

  • Blackstone River FCU

  • Bluebird by American Express

  • BMW Financial Services

  • Credit One Bank

  • Connect to Square

  • Digit

  • Ford Owner

  • Global Cash Card MetaBank

  • Heartland Bank and Trust Company

  • MetroWest Community FCU

  • Mission Lane

  • My CalPERS

  • MyCigna

  • Moapa Valley FCU/America First CU

  • Northwest Plus Credit Union

  • Pacific Life Annuities

  • Riverset Credit Union

  • Rushmore Loan Management Services

  • Shared Resources CU

  • State Farm Bank

  • Studentloans.gov

  • T-Mobile Money (Visa Prepaid Card)

  • Texas College Savings Plan

  • True Sky Credit Union

  • United Nations FCU

  • Wells Fargo Shareowner Services

  • Wichita Falls Teachers Federal Credit Union


Unsupported Financial Institutions

  • Capital One Auto Finance

  • Cash App

  • Chime Credit Builder

  • Coinbase Pro

  • ExxonMobil Savings Plan (Voya Financial)

  • Insperity

  • N26

  • South State Bank

  • Target 401K

  • T. Rowe Price Personal Investing

  • Transamerica

  • Venmo Business Accounts

  • Venmo Credit Card


Other Known Online Banking Issues

Acorns

  • We don't currently support the "Later" account type.

ADP

  • We don't currently support "Payroll" account types.

American Express

  • American Express blocks us on Mondays, so you may receive an error or be unable to add or update your accounts that day.

  • Depending on the type of accounts you're trying to add, you may need to use a different American Express instance in Simplifi (i.e., you'll need to select the "American Express" option for Credit Cards and "American Express Bank FSB" for Savings Accounts.)

  • While this isn't common, some users experience an issue with their Payees downloading incorrectly from American Express, and a manual adjustment is required to fix the Payee. If you're seeing this issue in Simplifi, you'll want to contact our Support Team directly to report the problem.

  • Checking Accounts with American Express are not currently supported in Simplifi.

Bank of America

  • If you receive a 102 error or are not receiving an MFA code when attempting to add your Bank of America accounts for the first time, we suggest trying to connect the accounts a few times in a row as we've seen success after four attempts.

  • You may also be prompted to complete MFA with each account refresh.

BBVA

If you receive a 108 error when trying to add your BBVA accounts, you'll need to ensure you've granted third-party access. To do this, you'll follow these steps:

  1. Log into your online account (BBVA) and click on Service Center.

  2. Under Online Banking Services, click on Quicken and Quickbooks Access Self Service.

  3. Then on the Register New Access tab, click on Register and follow the prompts.

  4. Once this is completed, you should complete the setup of BBVA in Simplifi.

Betterment

Betterment offers customers the ability to create an App-Specific Password. So, if you're experiencing trouble adding your accounts to Simplifi, please ensure you're using the correct password. To confirm whether you have an App-Specific Password, follow the below steps:

  1. First, sign in to Betterment’s website.

  2. Go to Settings > Security.

  3. Scroll down to the section called “App passwords.”

Capital One

  • Depending on your account type, you'll need different Capital One instances in Simplifi to add your accounts. For example, if you have a checking account, you'll select Capital One 360. However, if you only have a credit card, you'll choose Capital One Card Services.

    • After signing in to the Capital One secure window, you must select ALL YOUR accounts when adding your accounts. Then, you'll be able to choose which accounts to add or ignore in Simplifi.

  • Pending transactions do not download from Capital One.

E*Trade

  • We don't currently support the password+token MFA options for E*Trade accounts.

Fidelity

If you're receiving an error with Fidelity or are unable to connect in Simplifi, we suggest attempting to add or update your accounts outside of peak hours or over the weekend.

Interactive Brokers LLC

Although you can connect to Interactive Brokers LLC in Simplifi, the account will always display a $0 balance. Unfortunately, there is nothing further that can be done to resolve this.

Mortgage Accounts with Multiple Financial Institutions

At this time, we are being blocked by multiple mortgage companies. Unfortunately, we don't have a list to provide of the various banks, nor do we have a resolution in sight. If a mortgage company is blocking us, you'll receive a 155 error when attempting to connect in Simplifi. At this time, nothing further can be done from our end, however, we do suggest contacting your bank directly to make them aware of the issue.

Path2College 529 Savings Plan

Path2College 529 Savings Plan may require that you manage your financial aggregator access on their website in order to connect in Simplifi. To do so, follow the steps below:

  1. Log in to Path2College 529 Savings Plan's website.

  2. Navigate to Profile & Documents.

  3. Select Password & Security Features.

  4. Select Manage Financial Aggregator Access.

TD Ameritrade

TD Ameritrade has implemented a new MFA protocol that we currently can't support, which is causing a 108 error in Simplifi for some users. If you receive a 108 error when attempting to add or update accounts with TD Ameritrade in Simplifi, we suggest contacting TD Ameritrade directly to make them aware of the issue. You may also consider disabling MFA with TD Ameritrade to connect in Simplifi.

TrailWest Bank

TrailWest Bank offers customers to use a Pin based login authentication method, at this time Simplifi does not support this authentication method. Customers can choose "other authentication type" (MFA security question authentication) from the bank's user settings.

UBS

UBS requires enrollment into aggregator services to be able to establish a connection. If you're unable to add your accounts and are receiving invalid credentials, follow the steps below to enroll in this service:

  1. First, sign in to the UBS Bank website.

  2. Go to Profile Settings.

  3. Select enroll in aggregator services and select Quicken/Simplifi.

UFB Direct

UFB Direct bank products go through Axos Bank; we do not support external accounts for this financial institution.

USAA

  • When adding USAA accounts, you may be required to change your password at the bank's website. This is a requirement by the Financial Institution and cannot be bypassed if prompted.

Vanguard

If you're receiving an error with Vanguard or are unable to connect in Simplifi, we suggest attempting to add or update your accounts outside of peak hours or over the weekend.

Wealthfront

Weathfront offers customers the ability to create an App-Specific Password. So, if you're experiencing trouble adding your accounts to Simplifi, please ensure you're using the correct password. You can generate an app-specific password in Settings. This creates a secure password for you to use when linking to Wealthfront from another app or website.

  1. Log in to Wealthfront, then navigate to Settings.

  2. Under Link Wealthfront to other apps, select Generate an app-specific password.

  3. Follow the prompts. Once your password is generated, immediately store it in a password manager or use it to log into the other app or service.

Wells Fargo

  • Wells Fargo accounts no longer download pending transactions.


If you have any questions about any of these known issues, our Support Team is just a click away!

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