Add support for State Street Global Advisors accounts

tcarter72
tcarter72 Member
edited December 9 in Adding and Updating Accounts

Requesting aggregator access for State Street Global Advisors at the following URL - https://www.secureaccountview.com/BFWeb/clients/statestreet/index

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @tcarter72, thanks for posting your bank request to the Community!

    I have moved this out of Missing Financial Institution Requests for now, as I checked our internal tools and found a bank option that says it uses the same URL you provided above to connect from the backend. The bank option is listed as "GE Mutual Funds" in Quicken Simplifi.

    Screenshot 2025-12-09 at 12.34.54 PM.png

    Please give this option a try and let us know if it works for you!

    -Coach Natalie

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