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Known Issues
Top Bank Download Solutions
Why Can't I Sign In?
What if I Can't Find My Bank?
Can I Undo a Change I Just Made?
Why do I need to re-authenticate my bank with every refresh?
How Do My Investment Balances Update?
Why Doesn't My Simplifi Balance Match My Bank Balance?
How to Resolve Outstanding Items in the Spending Plan
How to Resolve Missing Transactions
How to Resolve Duplicate Transactions
How to Handle Duplicate Accounts
Can I Erase My Data and Start Over?
Does the Simplifi mobile app work on my tablet/iPad?
How Are Authorized User Accounts with American Express Handled?
How Can I Send Product Feedback?
How to Contact Support
Simplifi Help Center