Having a clear breakdown of your finances helps prepare you for the future and tracking your investments is a big part of that. You can have that sense of security by adding your investment and retirement accounts to Simplifi!

To learn how to connect your investment and retirement accounts, click here.

If you wanted to track your investment accounts on your own, click here.

Now that your accounts have been added into Simplifi, you will be able to see those accounts in your account list.

To access your investment accounts:

Click on the investment or retirement account that you what to see on the account list on the Dashboard to see a specific account holding information.

Or you can move your cursor to the left side of the screen and navigate to Investments to see all of your holding information.

Once you’re in the Investment tab, you can choose which account holding information you wish to see. You can do so by:

  1. Navigate to the right of the screen and click on the account name or All Accounts.
  2. Once you’ve clicked on the account name or All accounts, you can check the box next to all accounts to enable all holding information to be displayed or you can check/ uncheck the box next to the name of the account to enable holding information to be displayed.

Now that you know how to isolate which holding information you want to look at, you can click on the holding to review that holdings information.

Note: You will not able to modify holding information on connected accounts. To track holding information manually, click here.

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