Bank
CA
Review eligible Simplii Financial balances in Canada on ULTRA or HYPER. Check account selection, cash and debt classifications, update timestamps and separate spending consent.
Connection status
Reviewed bank guide
Connection type
Bank
Country coverage
Canada
Method
Read-only account authorization
Minimum plan
ULTRA or HYPER
Guide reviewed: . Catalog evidence: . This guide describes the reviewed bank connection. Use the current institution search and the accounts offered during authorization to confirm availability.
Connection guide
Open Accounts & imports and choose Bank, cash, and debt sync to start a Simplii Financial balance connection.
Read the bank-data consent, then use Add bank account. If you enable investment access, the button reads Add bank and investment accounts. Search for Simplii Financial in the secure connection flow and confirm the Canada institution. Follow its sign-in steps and approve the eligible accounts you want to track.
Return to Accounts & imports. Review selected accounts, their currencies and Last imported time. Checking and savings contribute cash; supported credit-card balances contribute debt.
Enable Spending & Budgets only if you want bank transaction history. Check its separate consent and history coverage before treating the imported activity as a complete record.
Compare Simplii Financial's Last imported time with the balance you expect. A Live balance request uses your plan's monthly credits and depends on the institution supplying data. Google Sheets sync and AI reads use stored Fillfolio data; they do not request a new bank observation.
Check that you chose the Canada Simplii Financial entry and the intended accounts during authorization. Review the existing connection before adding another one. A listed bank does not guarantee support for each account type.
Read the notice in Accounts & imports. Accept the required consent before using the existing connection's reconnect action. Return to check account selection and the next import result.
Compare account currency, source time and cash/debt classification. Count an imported balance once. Purchases in Spending & Budgets do not get subtracted again from that bank balance.
Fictional example
Fictional amounts illustrate supported account classifications. Your connection may offer different account types. Cash minus debt gives this contribution; investments elsewhere remain separate.
Practical uses
Include supported checking and savings balances alongside investments without treating bank cash as a security.
Display supported credit-card balances as debt so net worth remains separate from gross assets.
Understand cash and debt in net worthSee when connected account data was last synchronized and when action is required.
Use your data
Questions
Account labels and types, Checking and savings balances, Credit-card balances. Supported credit-card balances are debt, not cash. Account availability depends on the authorization and data supplied by the institution.
Bank connections are included with ULTRA and HYPER for supported U.S. and Canadian accounts only. Supported checking and savings balances contribute cash, while supported credit-card balances appear as debt. Eligibility depends on the institution, country, account type, and permissions available during connection.
Balances-only connections retrieve account metadata and balances. On eligible ULTRA/HYPER accounts where Spending & Budgets is enabled, you can separately consent to bank transaction retrieval. Bank spending appears in its own workspace; the existing Transactions page remains investment activity. Available history varies by institution and the original connection window.
Yes. An institution or connection provider can change supported account types, regional coverage, permissions, or authentication requirements. Maintenance and expired authorization can also interrupt updates. A listed institution does not guarantee every account will connect.
No. Fillfolio is read-only portfolio tracking software. It cannot trade, transfer, approve, sign, or move money.
Use these resources for the stated account or data details. They do not verify Fillfolio connection availability or replace the account selection and consent shown during authorization.
Balance fields can be unavailable or cached. A positive credit-account current balance represents money owed.
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The connection flow handles authentication and lets the account owner choose accounts to share; institution flows can differ.
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Fillfolio is not affiliated with, endorsed by, or sponsored by Simplii Financial. Simplii Financial and its marks belong to their respective owner. This page describes technical compatibility only. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.
