Where I can find a full list of the sync supported institutions?

olga2day
olga2day Member ✭
edited December 2023 in Adding and Updating Accounts

Hi,

Where I can find a full list of the sync supported institutions? Is there a way to make sure all my accounts are supported before purchasing an annual membership?

I am specifically interested in:

Robinhood

Fidelity (401K, IRA, Stock Option Plan)

Charles Schwab

CIT bank

Capital One

Thank you

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Best Answers

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    Answer ✓

    Short answer, you can’t. I’d recommend doing a search for each of those institutions by name in the forum, and you will pretty quickly figure out which ones are supported in which ones are not.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @olga2day, I can confirm that all of the banks you mentioned are currently supported in Quicken Simplifi. 😀

    -Coach Natalie

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