Bell Bank Retirement Accounts (edited)

jonathangutzmann
jonathangutzmann Unconfirmed, Member
edited March 11 in Report Missing Financial Institution

Would like to see retirement accounts added to the Bell bank connection. https://bellbanksretirement.com/

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  • DannyB
    DannyB Superuser ✭✭✭✭✭

    @jonathangutzmann

    In one of our cases, our investment accounts are held at an investment institution that is separate from our actual advisors website. Have no idea if this is the same for your situation but thought I'd mention it. In my case, I had to set up a connection with the institution where our accounts are held.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @jonathangutzmann, thanks for posting your request to the Community!

    It appears that this financial institution may already be available under "Bell Bank Retd.":

    Screenshot 2024-03-07 at 2.34.30 PM.png

    Can you give this a try and let us know how it goes, please?

    -Coach Natalie

    -Coach Natalie

  • jmyers98
    jmyers98 Member
    edited March 9

    @Coach Natalie that is the old "retired" (which I believe the "retrd" is indicating) website from when the bank went from a .com website to a .bank website. I have the same issue with my wife's retirement account through her work with Bell Bank Wealth Management https://bellbanksretirement.com/ website doesn't come up in Simplifi search.

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