Ivy Investments (edited)

System

This discussion was created from comments split from: Where is the best place to report missing bank connections?.

bcrossman

Two financial institutions to add:

1. The Money Source (mortgage) at https://themoneysource.com/, or the user login page at https://www.tmscustomer.com/Account/Login?ReturnUrl=/

2. Ivy Investments at https://www.ivyinvestments.com/ though the login page for individual investors is https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=722000303041111&returnURL=ivy

Great product and platform overall. I've used Mint for years and this is a strong competitor.

Coach Paco

@bcrossman Saw your post earlier and have them added to our list

bcrossman

Any schedule for adding more financial institutions? These weren't included in the last batch but are supported by other platforms. Thanks!

Coach Paco

@bcrossman No eta on this, unfortunately.

Coach Natalie

Hello @bcrossman,

I just wanted to let you know that I turned this post into a request for Ivy Investments only, as there is an existing post requesting The Money Source.

https://community.simplifimoney.com/discussion/858/the-money-source#latest

Please be sure to add your vote to the other request as well!

-Coach Natalie

Coach Natalie

Hello @bcrossman & All,

It looks like Ivy Investments may now be available in Simplifi under "Ivy Funds":

Please let us know if you experience any trouble adding your account(s) using this option! 

-Coach Natalie