Northwestern Mutual Investment Services

bhsorrow

Hi— I am new to Simplifi… and I really like the product…

Unfortunately, through discussions with Northwestern Mutual Investment Services, Simplifi is NOT allowing integration between these services. As this is a large part of our portfolio…

1. Is Simplifi actively working on this integration?
2. If yes… When can we expect that it will be ready?
3. If not… Why not? And, can I get my money back?

Thank you for your assistance… Brian

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In addition— This is the response that I JUST received from Northwestern Mutual Investment Technology team…

"I spoke with our technology support team again they were able to communicate with the technology engineering team.

 Northwestern Mutual’s technology engineering team said they are ready and willing to work with Quicken Simplifi but they are waiting for the Simplifi team to initiate the process. This leads me to believe the quickest way to get integration with Simplifi and NM is to put in a request to Simplifi and/or upvote an existing request (which I have not found when searching). Although this answer provides more clarity, unfortunately it does not provide a timeline for you. In the meantime, if I hear of any finance software that can integrate with Northwestern Mutual I will be sure to reach out to you."

Quicken Simplifi— PLEASE ADVISE…

Coach Natalie

@bhsorrow, thanks for posting your inquiry to the Community!

I believe the request you're looking for can be found here:

https://community.simplifimoney.com/discussion/1186/northwestern-mutual-life-insurance

Unfortunately, we don't have any further insight to provide on this potential connection, and we can't guarantee that we'll be able to support a requested bank. You can leave your feedback on the request and then follow it for updates.

In the meantime, you can track the account manually in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#-how-do-i-make-an-account-that-i-dont-want-to-connect-to-my-back-

Here's an article for managing manual investment accounts: https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30

You can also contact your bank again and share this partner link with them so they can use it to request integration with Quicken Simpifi: https://www.intuit.com/partners/fdp/implementation-support/ofx/

If you'd like to request a refund, you may do so by contacting our Chat Support: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

I hope this helps!