Investments

Discussion List

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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 106 views 18 comments 0 points Most recent by rosachin21k December 17Report a Bug
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  How do I use Simplifi

  NoraBelle 26 views 2 comments 0 points Most recent by DannyB December 8Getting Started
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  Manually updating TSP Investments with number of shares/cost each payperiod

  grahamtj01 20 views 2 comments 0 points Most recent by Coach Kristina December 7Investments
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 30 views 2 comments 3 points Most recent by SRC54 December 4Feature Requests
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  SoFi Brokerage & IRA Account Balances

  MikeZ 24 views 2 comments 1 point Most recent by MikeZ December 3Adding and Updating Accounts
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  IRA Distributions and Qualified Distributions to Save Income Tax

  SRC54 10 views 1 comment 1 point Most recent by SRC54 December 3The Water Cooler
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  Toronto Stock Exchange Symbols Not Working

  donnajean 86 views 14 comments 0 points Most recent by Coach Jon December 2Investments
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  LJMR 58 views 9 comments 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  Baird Account Missing Holdings (edited)

  disc2120 42 views 9 comments 0 points Most recent by Coach Natalie December 1Investments
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  Simplifi does not show total value for Coinbase accounts

  dtorg1955 23 views 1 comment 0 points Most recent by Coach Natalie November 24Adding and Updating Accounts
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  Simplifi shows stock attributes for some Coinbase coins

  dtorg1955 18 views 1 comment 0 points Most recent by Coach Jon November 24Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 875 views 45 comments 34 points Most recent by flintster_99 November 22Feature Requests
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  Investments - CVS download

  neon45 25 views 2 comments 0 points Most recent by neon45 November 20Feedback
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  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 3.2K views 134 comments 2 points Most recent by Coach Jon November 18Adding and Updating Accounts
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  Total Shareholder Return (TSR)

  Active ssoko 10 views 0 comments 2 points Started by ssoko November 12 Feature Requests
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 137 views 19 comments 0 points Most recent by Coach Jon November 10Investments
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  Investments Performance tab not displaying correctly.

  Closed jgo 70 views 7 comments 0 points Most recent by Coach Jon November 5Report a Bug
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 188 views 32 comments 1 point Most recent by Coach Natalie November 4Report a Bug
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 108 views 11 comments 0 points Most recent by Coach Natalie November 3Investments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 249 views 20 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  Portfolio Report

  Closed Adanac 19 views 2 comments 0 points Most recent by Coach Natalie November 3Using Reports
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  Cetera and AdviceWorks

  Active bwinchester 378 views 20 comments 12 points Most recent by Coach Natalie October 27Report Missing Financial Institution
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  SoFi Roth & Brokerage Balances Are Not Current

  Closed MikeZ 60 views 9 comments 0 points Most recent by SRC54 October 27Adding and Updating Accounts
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  12

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  Simple vs Complete Investment Tracking

  Active AaronJB 359 views 15 comments 12 points Most recent by MikeZ October 23Feature Requests
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  Investment balances should be consistent across the app

  Active sprugman 189 views 7 comments 9 points Most recent by MikeZ October 23Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 13 views 1 comment 0 points Most recent by Coach Kristina October 19Adding and Updating Accounts
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 29 views 2 comments 4 points Most recent by Coach Natalie October 8Feature Requests
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  45

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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 365 views 14 comments 45 points Most recent by 90ditzle1990 October 7Feature Requests
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  105

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  Add an HSA Investment account type (edited)

  In Review MDG39518 953 views 22 comments 105 points Most recent by Marquette42 October 7Feature Requests