Brokerage Accounts Linked But Cannot Add Or See Transactions

Drew
Drew Member ✭✭
edited December 2021 in Investments
My M1 Finance brokerage accounts are linked, but all I can see are the holdings, but none of the transactions that created the holdings such as deposit transfers from my checking account.

Will Simplifi ever show transactions and/or show transfers between a checking/savings account and a brokerage account?

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @Drew,

    Thanks for posting your inquiries regarding investment transactions to the Community!

    Currently, Simplifi only supports the balance of investment accounts, and we typically see holdings information as well, however, investment transactions, as well as transfers to/from investment accounts, are not yet supported.

    These abilities are forthcoming, however, and this post can be followed for updates: https://community.simplifimoney.com/discussion/1019/show-investment-transactions#latest

    I hope this helps! :smiley:

    -Coach Natalie
This discussion has been closed.