Troubleshooting

Having trouble? We can help!

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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
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Written by Nicole
Updated over a week ago

Known Issues

View our list of current known issues
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Written by Natalie
Updated yesterday

Why Can't I Sign In?

Learn some steps to troubleshoot issues with signing into Simplifi
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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.
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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
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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.
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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.
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Written by Nicole
Updated over a week ago

How to Resolve Missing Transactions

Common causes of missing transactions and how to correct them
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Written by Nicole
Updated over a week ago

How to Resolve Duplicate Transactions

Learn about troubleshooting and resolving duplicate transactions in Simplifi
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Written by Natalie
Updated over a week ago

How to Handle Duplicate Accounts

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Written by Natalie
Updated over a week ago

How to Reset Your Account Connections

Learn how to reset your account connections in Simplifi
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Written by Natalie
Updated over a week ago

Can I Erase My Data and Start Over?

Learn about starting over in Simplifi
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Written by Natalie
Updated over a week ago

Does the Simplifi mobile app work on my tablet/iPad?

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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
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Written by Nicole
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
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Written by Natalie
Updated over a week ago

How to add UBS accounts

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Written by Nicole
Updated over a week ago

How to add Wealthfront accounts

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Written by Nicole
Updated over a week ago

How to connect Betterment accounts

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Written by Nicole
Updated over a week ago

How can I send product feedback?

Learn how to send us your feedback!
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Written by Natalie
Updated over a week ago

How to Contact Support

Learn how to contact Simplifi Support
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Written by Natalie
Updated over a week ago