Student Loan Servicer Account Links
I noticed there is a lack of student loan servicers that I can link to my account to track my account balances. Neither of my two loan servicers, Nelnet or CRI, are available.
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Hello @Dereck & Aika,
Thanks for reaching out!
We have converted this post from a feature request to a discussion, as it looks like NelNet Student Loans is currently listed under Banks Blocking Aggregation here, which means they are not currently working or supported in Quicken Simplifi. If that ever changes, we will be sure to remove the financial institution from this post:
You can create separate Missing Financial Institution Requests for both Nelnet Student Loans and CRI, which will allow other users to chime in on the request and will allow us to keep the Community updated with any information that becomes available.
In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center
If the account is an investment account, the manual tracking steps are a little different:
- Make the account manual so you can add and edit Holdings: How to Make an Account 'Manual' | Quicken Simplifi Help Center
- Add/edit your Holdings to keep accurate records: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center
I hope this information helps!
-Coach Jon
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