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Add new Investment Account CalSavers Traditional and Roth IRA

steph5471

Hello,
I have a Traditional Roth Ira account through CalSavers that I want to connect automatically. Please add CalSavers as an account to automatically connect as an investment account.

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Coach Kristina

Hello @steph5471,

Thank you for sharing your feedback! To assist with this request, please provide the URL (web address) that you use when logging into your account directly through the financial institution website.

In the meantime, you are able to add and track your account(s) manually. For information on adding and updating manual investment accounts, please review these articles:

https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_933c74c4b4

https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_fce9ff20be

I look forward to your response!