Ability to Add Employer Retirement Investment

BudgetYogi
BudgetYogi Member
edited May 27 in Adding and Updating Accounts

Canada - My employer has our retirement savings plans through our health insurance company who also does investing and it would be nice to be able to add those investments here as well.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @BudgetYogi,

    Thanks for reaching out! Is the name of the financial institution you are requesting called "Employer Retirement Investment"? If not, can you supply the name of the institution, as well as the URL you use to access their website?

    -Coach Jon

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