Troubleshooting

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

Known Issues

View our list of current known issues

Written by Natalie
Updated yesterday

Why Can't I Sign In?

Learn some steps to troubleshoot issues with signing into Simplifi

Written by Natalie
Updated over a week ago

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 over a week ago

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 this week

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 over a week ago