Add Investor 360

Hello @mikewest,

Thanks for reaching out! We do have an existing financial institution request for Invester360 here that you can vote for and follow for updates:

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

If the account is an investment account, the manual tracking steps are a little different. You will want to add/edit your Holdings to keep accurate records:  Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center