need help adding investment account?

trom047
trom047 Unconfirmed, Member

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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