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 this week

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?

Learn how to request your bank if it's not available in Simplifi

Written by Natalie
Updated this week

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 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 yesterday