403b, Teacher Retirement and other withholding missing

Eazyropor
Eazyropor Member
edited November 13 in Feedback

When we go to add a financial institution, the name of our providers is missing - for me, it is: CoreBridge Financial, Teacher Retirement Minnesota (TRA), CalPERS, etc.

I go to add them, its not there. I submit a request for missing item and i hear nothing back. It would be useful to have some follow up. In the meantime, can these be added?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Eazyropor,

    Thanks for reaching out! When a financial institution is missing, you can always create an FI request post so that you and other users can vote for that FI to be added. I do see CalPERS available in Quicken Simplifi. Have you tried these instances for that one?

    image.png

    For Corebridge Financial, we do have this instance available in Quicken Simplifi, have you tried to connect using this?

    image.png

    As for Teacher Retirement Minnesota, I am not seeing an instance available in Quicken Simplifi or an FI request that has been created for that financial institution. I would suggest creating an FI request for you and other users to vote on.

    I hope this information helps!

    -Coach Jon

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