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

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olga2day
olga2day Member ✭

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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  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
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    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
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer βœ“
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    @olga2day, I can confirm that all of the banks you mentioned are currently supported in Quicken Simplifi. πŸ˜€

    -Coach Natalie

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