Best Of
Re: Add support for Investor360
Hello @Ken M,
Thank you for reaching out! We have not seen any updates yet. We are not able to guarantee when or if a requested financial institution will be added, but these discussions do allow our teams to gage demand for the connection. It can also be helpful to contact the financial institution directly to ensure they know this is something their customers want.
Thank you!
Re: Add support for Investor360
Hello, Investor360 used to work and hasn't for a while now (as indicated by this post). Any updates on when it will come back?
Investor360 support was the reason I choose Simplifi over others when leaving Mint so please prioritize this :-)
Re: Add support for Investor360
Investor360 worked for me up until about 10 days ago. No notification that you would drop support, and like many others, the only reason I chose Simplifi over others after leaving Mint. I pay for the subscription here so I would expect that you would continue support of the connection, if not, there should have been at least some communication about when and why the support stopped. If this is not remedied, I will discontinue my subscription.
Re: Add support for Investor360
not working for me either after working consistently since i started using. This is a key reason i actually paid for simplifi and will go elsewhere if not fixed. Please help!
Re: Ability to exclude Refund Reminders from the Spending Plan (edited)
Yes I think I mistyped. And your workaround makes sense too!
Re: Need support for Cognizant Voya Retirement Account
looks like Simplifi have a new connection with Voya per the account screen message up I got. Once I used that new connection it does not matter which Voya account you have , that api connection will work. We will directly enter details in Voya for permission like Citibank etc.
Re: New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)
@LJMR, that is great news!
I actually came in this morning to an update on the ticket stating the issue is resolved, so I am glad to hear that's the case. I will let them know you confirmed! Thanks!
Re: Ability to visualize my data using a Sankey diagram (edited)
How is the Sankey diagram not already a feature? This is a necessity for monthly/quarterly summaries.
PO, please move this to the top of your backlog.




