Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

mollyj · February 8

Currently, when linking Robinhood, Simplifi supports:

A Spending account, and
An Investment account that aggregates stocks, crypto, and cash (including Robinhood’s cash/HYSA balance).

While this works at a high level, it limits visibility and accuracy for users who use Robinhood for multiple, distinct purposes.

Requested Enhancement:

Allow Robinhood accounts to be tracked as separate account types, for example:

Each account would:

Appear independently in net worth and account lists (tagged to appropriate sections)
Be optionally included or excluded from spending, investing, or savings views
Preserve transaction-level detail appropriate to the account type

Why This Matters

Many users treat Robinhood Cash/HYSA as a true savings account, not an investment
Crypto performance and risk are fundamentally different from traditional brokerage holdings
Aggregating all Robinhood assets into one investment account makes budgeting, allocation analysis, and goal tracking less accurate
Competing platforms increasingly allow granular control over linked financial accounts