New York Life Investments

Kim2024

is there a way to connect? It seems that if MINT could connect, then Simpli should as well

Coach Natalie

@Kim2024, thanks for posting your inquiry to the Community!

I'd suggest trying the following options in Quicken Simplifi to see if any of them work for you:

If not, you may be seeing that the account type you have is not supported, in which case I believe we have a request that you can follow for updates:

https://community.simplifimoney.com/discussion/1021/please-add-new-york-life-insurance-regular-not-security

Let us know how it goes!

-Coach Natalie