Ivy Investments (edited)
Comments
-
Two financial institutions to add:
The Money Source (mortgage) at https://themoneysource.com/, or the user login page at https://www.tmscustomer.com/Account/Login?ReturnUrl=/
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.
1 -
@bcrossman Saw your post earlier and have them added to our list
1 -
Any schedule for adding more financial institutions? These weren't included in the last batch but are supported by other platforms. Thanks!
0 -
@bcrossman No eta on this, unfortunately.
0 -
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
0 -
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-Coach Natalie
0