I have 2 ROTH IRA accounts (one is my wifes and one is mine) at Merrill Lynch. They show up as brokerage accounts and do not therefore get summarized under "Retirement" If I go to the settings, accounts and find the accounts Simplifi shows the account type as "Brokerage" and only allows me to change to "Investment" There is no option to change to "IRA" or other retirement account designation. This article seems to imply that they should be under Retirement.
https://support.simplifi.quicken.com/en/articles/6060379-what-account-types-are-supported-in-quicken-simplifi
Any ideas?