Troubleshooting

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

Common Bank Download Errors

A list of the most common download errors and steps to resolve them

Written by Nicole
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

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

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 over a week ago

How can I send product feedback?

Written by Paco
Updated over a week ago