Ability to sync Webull Investment Data with Simplifi

millerdj94

It would be great if I could sync my Webull investment account with Simplifi. I understand that the investment category is still under development, but I do hope you consider this. Keep up the great work, love Simplifi so far!

Coach Paco

@millerdj94 Even though we are working on our investment category, we will still place a request!

ArtW

I'll add a second to this request.  Yesterday I was trying many different financial tools including Mint, Personal Capital, YNAB, etc.  Simplifi is by far the best, most usable, nicest looking, and best tools.  Not having Webull sync is the only thing that didn't check the boxes of what I'm looking for.

Pmrussell892

I add my vote as well. Please add webull.com

Barms

Please add webull!

Patrick760

I think it’s time for another push here!! Last request was in October 2021 it’s definitely forgotten about. Please make another push to WeBull for this.

sammind77

Yes, please add Webull

insanenutman

1. Create an account (user ID) with Apex Clearing, https://www.apexclearing.com/home-2/ using your Webull credentials (account number, associated email address, etc.)
2. Add Account in Simplify, choose Apex Clearing, use your new credentials.

Pmrussell892

also require webull.com sync. Doing it manually is broken in simplifi

Pmrussell892

incase the dev team in unaware. Webull should be easy to connect using snaptrade.com

DMcWetty

Any traction on getting Webull added? Didn't want to make an Apex Clearing account.

Edit: I went ahead and made an Apex Clearing account just in case I needed tax docs. It worked just fine connecting to Simplifi as @insanenutman recommended.

Bradg24

added my Apex Clearing account and there seems to be an error where the holdings incorrectly show $0.00 but the transactions tab is up to date. Not sure how to fix

csfgdead

Please add webull. Moved from Mint and so far its disappointing how much more limited Simlifi is compared to Mint even though I am now paying for this service.

aMoistMuffin

+1 for adding webull support. It should be relatively easy given webull already has an API available to query transactions and account balances. It'd be the same setup as coinbase

relaxyo

Still no support in 2024…

tjipz

please add this

Piyush Aggarwal

Please add this.

Bill T

Webull recently became a broker and stopped using Apex Clearing. Now we don't have a work around for seeing webull investment data in quicken simplifi… Please add this feature.

Bradg24

Please add this!