CollegeboundSaver RI

stephaniemcastilla
stephaniemcastilla Member ✭
edited March 31 in Report Missing Financial Institution

Please add CollegeboundSaver RI

https://www.collegeboundsaver.com/

The solutions presented in this discussion does not work as they are not the correct institutions.

https://community.simplifimoney.com/discussion/7840/collegeboundsaver-rhode-island?utm_source=community-search&utm_medium=organic-search&utm_term=collegeboundsaver

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  • Emily Z
    Emily Z Member ✭

    Hi @stephaniemcastilla - I actually just stumbled across how to connect CollegeboundSaver RI!

    If you log into your collegeboundsaver.com account then go to Profile & Documents > Password & Security Features > Manage Financial Aggregator Access

    It will give you an Aggregator username and prompt you to create an aggregator password. Then back in Simplifi add an account under collegebound529.com using your new aggregator username and password.

    I went about it a little backwards but I think the steps should work in that direction. Hope this helps!

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