Ability to sync Webull Investment Data with Simplifi
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Not having this feature is why I canceled and got a refund. This is a no brainer. You are losing money because of your choice to not include Webull.
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I thinking to cancel also because of webull I did sent two requests but still no response
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Hey @Coach Jon-
Possible to get an update regarding this integration? Thank you
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Hello @iakoubtchik,
We do not have any specific information or newer updates to give right now on this institution request, but per the most recent update, we are working to establish this connection in Quicken Simplifi; however, please remember that we cannot guarantee that we'll be able to support a requested bank.
In the meantime, you can track your Webull accounts manually in Quicken Simplifi. The following articles go over adding manual accounts, as well as adding cash/holdings to a manual investment account.
We appreciate your patience!
-Coach Jon
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