Account type wrong upon connecting to Simplifi

KdWilson
KdWilson QuickenLife Hub Member
edited October 12 in Errors and Troubleshooting (Quicken LifeHub)

I have one account in Simplifi that is a Retirement (IRA) account but LifeHub identifies it as a Investment (Brokerage) account yet the other 10 accounts in Chase are correctly identified as Retirement accounts. How do I correct this?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @KdWilson,

    Thank you for letting us know you're seeing this issue. For further assistance with this issue, I recommend contacting our Quicken LifeHub support directly, as they have access to tools we can't access on the Community and they're able to escalate the issue as needed. You can find Support's contact information at this link:

    https://support.lifehub.quicken.com/en/

    Once on that page, click the message icon in the lower right, and it will bring up a window showing how to contact Support.

    Screenshot 2025-08-03 at 12.16.52 PM.png

    Thank you!

    Quicken Kristina

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