need help adding investment account?

trom047
trom047 Unconfirmed, Member
edited February 2024 in Adding and Updating Accounts

I'm trying to add my 401k it tells me to put in my credentials on website, i do that but it still won't let me

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Best Answer

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

    Can you specify which account are you trying to add and the error message? As a user like you, I find providing more information helps Simplifi troubleshoot.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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