Connecting to Edelman Financial Engines

cardcj
cardcj Member
edited January 16 in Adding and Updating Accounts

I have a traditional IRA with Edelman Financial Engines. The custodian for the account is Schwab. I want to include this account in Quicken Simplifi but EFE is not one of the choices for linking. I tried to link directly to Schwab but it tells me to call their customer service line. Has anyone else encountered this?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @cardcj, thanks for posting to the Community!

    I'm not seeing Edelman Financial listed as a bank in Quicken Simplifi. What is the URL used when signing into the bank's website so we can look that way as well? Otherwise, you may need to submit a Missing Financial Institution Request if you're unable to access the account via Schwab.

    https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

    Please let us know!

    -Coach Natalie

    -Coach Natalie

  • cardcj
    cardcj Member

    I resolved this problem. Simplifi needs to connect directly to the custodian of the account, Schwab. My Schwab account was locked for inactivity but I called them and it’s working now.

    Thank you.

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