Ability to sync Webull Investment Data with Simplifi

millerdj94
millerdj94 Member ✭
in Report Missing Financial Institution

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!

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35 votes

In Review · Last Updated

We are working to establish this connection in Simplifi, however, we cannot guarantee that we'll be able to support a requested bank.

Comments

  • Coach Paco
    Coach Paco Moderator admin

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

  • ArtW
    ArtW Member
    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
    Pmrussell892 Member ✭✭
    I add my vote as well. Please add webull.com
  • Barms
    Barms Member
    Please add webull!
  • Patrick760
    Patrick760 Member
    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
    sammind77 Unconfirmed, Member

    Yes, please add Webull

  • insanenutman
    insanenutman Member ✭

    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
    Pmrussell892 Member ✭✭

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

  • Pmrussell892
    Pmrussell892 Member ✭✭

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

  • DMcWetty
    DMcWetty Member ✭✭
    edited December 2023

    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
    Bradg24 Member

    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
    csfgdead Member

    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
    aMoistMuffin Member

    +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
    relaxyo Member
    edited March 14

    Still no support in 2024…

  • tjipz
    tjipz Member ✭

    please add this

  • Piyush Aggarwal
    Piyush Aggarwal Member ✭

    Please add this.

  • Bill T
    Bill T Member ✭

    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
    Bradg24 Member

    Please add this!

  • stormy7777
    stormy7777 Member ✭

    Is there any update on adding WeBull? As mention in an earlier post they have migrated accounts ocer from Apex so the previous workaround does not work. It's a rather big deal to be able to track your investments!

  • passingby22
    passingby22 Member ✭

    +1 bump

  • khoiii
    khoiii Member

    Any updates from the Quicken support team on Webull integration?

  • Guangyuanyang
    Guangyuanyang Member

    any updates?

  • Tim603
    Tim603 Member

    Bump, please add!

  • Rtb
    Rtb Member ✭

    Need Webull … Manual account is not a good workaround.

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