Can not sync US Bank Investments account with Simplifi personal

begotus
begotus I do not have Quicken yet Member
in Errors and Troubleshooting (Quicken on the Web)

I am able to sync all of my US Bank accounts - checking, savings, credit card, HELOC - with Simplifi. My investment account is not recognized or identified and there is no error. I have tried adding an account through US Bank and US Bank Investments.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You have are posting about Simplifi but this is the Quicken Classic Community and no one here will be able to assist you. I suggest you post your issue in the Simplifi Community: https://community.simplifimoney.com/ .

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

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