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Troubleshooting
Troubleshooting
Having trouble? We can help!
20 articles in this collection
Written by
Nicole,
Paco,
and
Natalie
Top Bank Download Solutions
A list of the most common download errors and steps to resolve them
Written by
Nicole
Updated over a week ago
Why Can't I Sign In?
Learn some steps to troubleshoot issues with signing into Simplifi
Written by
Natalie
Updated this week
What if I can't find my bank?
How to request for your bank to be added into Simplifi.
Written by
Paco
Updated over a week ago
Can I Undo a Change I Just Made?
Learn how to undo a change that you just made in Simplifi
Written by
Natalie
Updated over a week ago
Why do I need to re-authenticate my bank with every refresh?
Learn why you may be prompted to complete an MFA when refreshing your accounts in Simplifi.
Written by
Nicole
Updated this week
Why doesn't my Simplifi balance match my bank balance?
Learn what causes balance discrepancies and how to fix them.
Written by
Nicole
Updated over a week ago
How to Resolve Missing Transactions
Common causes of missing transactions and how to correct them
Written by
Nicole
Updated over a week ago
How to Resolve Duplicate Transactions
Learn about troubleshooting and resolving duplicate transactions in Simplifi
Written by
Natalie
Updated over a week ago
How to Reset Your Account Connections
Learn how to reset your account connections in Simplifi
Written by
Natalie
Updated over a week ago
How to Handle Duplicate Accounts
Written by
Natalie
Updated over a week ago
Can I Erase My Data and Start Over?
Learn about starting over in Simplifi
Written by
Natalie
Updated over a week ago
Does the Simplifi mobile app work on my tablet/iPad?
Written by
Paco
Updated over a week ago
Why isn't Simplifi finding all of my Charles Schwab accounts?
Learn what account types are supported for Charles Schwab
Written by
Nicole
Updated over a week ago
Why Are My Payees Downloading Incorrectly from American Express?
Written by
Natalie
Updated over a week ago
How Are Authorized User Accounts with American Express Handled?
Learn how authorized user accounts with American Express are handled in Simplifi
Written by
Natalie
Updated over a week ago
How to add UBS accounts
Written by
Nicole
Updated over a week ago
How to add Wealthfront accounts
Written by
Nicole
Updated over a week ago
How to connect Betterment accounts
Written by
Nicole
Updated over a week ago
How Can I Send Product Feedback?
Learn how to send us your feedback!
Written by
Natalie
Updated over a week ago
How to Contact Support
Learn how to contact Simplifi Support
Written by
Natalie
Updated this week