Adding Cetera through AdviceWorks
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mollyoretsky
Member
I opened a brokerage account with Cetera and monitor it through AdviceWorks. I'd like to add this to my planning sheet, but it looks like it's not available. Can Simplifi add this institution please?
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@mollyoretsky, thanks for posting to the Community!
It doesn't look like Cetera through Adviceworks is currently supported in Quicken Simplifi, but we do have an existing request where you can add your vote and feedback, and then follow it for updates:
I hope this helps!
-Coach Natalie
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