Overview

Here at Simplifi, we like to make things easy. So, Simplifi communicates directly with your bank on your behalf. The days of having to sign in to your bank's website to download your transactions manually are in the past. Simplifi does all the work for you!

How Does This Work?

  • You'll be asked to provide Simplifi with the login information you use when signing into your bank's website to connect your accounts.

  • We use a one-way connection, meaning data is imported into Simplifi, but Simplifi cannot affect your transactions or balances in any way.

  • Access and retrieval of data is automated through the use of nightly updates. Our aggregation partner logs in to your bank's website on your behalf during these updates. Generally, this happens once a day and outside of business hours. Because of this, you may notice login activity on your bank's website overnight.

  • Your login credentials are stored on our aggregation partner's servers. This makes updates faster for you.

  • Your financial data is stored on Quicken-hosted servers. This provides a complete history of your financial transactions than is typical for data stored on bank servers.

  • Our aggregation partner uses state-of-the-art security measures to protect your login credentials and your financial data.

Note: If you're experiencing an issue connecting to a particular bank, please be sure to check out our Known Issues here and our Top Bank Download Solutions here. If you're still experiencing an issue, our Support Team is happy to help!

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