Brokerage Accounts Linked But Cannot Add Or See Transactions

Drew

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?

Coach Natalie

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!

-Coach Natalie