Adding Investment Accounts to Quicken Simplify
I have tries to add my 3 Investment/401K type accounts to Quicken Simplify and they won’t go!
Any help on how you did this and what worked for you is much appreciated. Thanks for your help!
Comments
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@Njblavender888, thanks for reporting your bank connection issues to the Community!
When viewing your account using the email address associated with your Community Profile, I don't see that you're subscribed to Quicken Simplifi, nor can I see any bank connection attempts, so we're unable to gain any insight into what's going on.
With that, please provide more details. Are you using the personal-only version of Quicken Simplifi, or are you on QBP? What banks are you experiencing the issue with? What specific issue are you experiencing?
The best way to have a connection issue looked at is to create a separate post for each bank/issue you're running into. You will want to provide lots of details regarding that particular issue so we are able to help you.
Please let us know!
-Coach Natalie
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