Overview

Understanding your finances is an important part of building a healthy financial future, and your Investment and Retirement accounts can play an important role. From connecting your Investment accounts so your financial institution sends in the information automatically, to manually tracking your stocks and holdings, Simplifi's got you covered!

Note: For more details on adding accounts on the Simplifi Mobile App, please click here.

Table of Contents

Using the Investments Section

Using News Feed

Managing Manual Holdings and Cash

Frequently Asked Questions


Investments Section

To access the Investments tab, click the Menu icon (three lines) in the upper left corner, and then select Investments.

Here, you'll see a breakdown of your current holdings, with a value for Today's Change and a Market Value, which can be viewed for all accounts, or for individual investment accounts. You can select any of the holdings displayed to see more details about the holding.

You can also change the sort order of the holdings or accounts displayed by selecting the filter options to the upper right of the list. Here, you'll see various sort options to choose from, which allows you the flexibility to view your Investments the way you'd prefer.


News Feed

You'll also see a section in the Investments tab that shows news related to your current investments. You can customize the news that's shown by selecting an individual investment account from the Account breakdown in the upper-left, or you can view it for your entire portfolio by having All Accounts selected.

Note: You can also access News Feed directly from your individual investment accounts.

See something of interest in the News Feed? Great! You can click on it to view the details and the source of the information, as well as access various links and resources.


Add Holdings or Cash to a Manual Investment Account

If you prefer to track your investments manually, Simplifi has everything that you need! Once you create your manual Investment account, you'll want to add holdings or cash to the account so you can easily start tracking how your investments are doing.

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Locate the Manual Investment Account you'd like to add holdings or cash to and click on it.

  4. Select the blue plus (+) sign in the bottom right.

  5. Select Add holdings or Add cash, whichever applies.

  6. To add holdings to the account, enter the Company name, Shares, and the Price per share and click Add when done; To add cash to the account, enter the Total cash and click Confirm when done. Note: When selecting a valid ticker symbol for the Company name, Simplifi will enter the Price per share amount for you.

Note: You can also add holdings or cash to a Manual Investment Account from the Investment section directly by selecting the blue plus (+) sign from the bottom right of the screen, and then selecting Add holdings or Add cash, whichever applies.

Edit or Delete a Manually Created Holding or Cash

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Locate the Manual Investment Account that has the holding or cash you'd like to edit or delete and click on it.

  4. Locate the holding or cash you'd like to edit or delete and click on it.

  5. Click the three dots in the upper right corner.

  6. To edit the holdings or cash, select Edit holdings or Edit cash, whichever applies, make the necessary changes, then click Update when done; to delete the holdings or cash, select Delete holdings or Delete cash, whichever applies, click Delete, then click Delete again to confirm.


Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

How do my investment balances update?

As long as a valid ticker symbol is used for your investment holdings, they should update automatically according to the current market stats. You may also see a difference in the value displayed for an Investment Account versus your Investments Portfolio if the account is connected to the bank. Learn more here!

Can I manage my investment transactions?

With Early Access, you can now manage your investment transactions on the Simplifi Web App! This feature is still in the early stages, but you'll be able to access, create, and manage your individual investment transactions from the Investment Account directly. Please note that Investment Transactions do not interact with your Investments Portfolio or Account Balances in any way, and please also note that Investment Transactions are not yet available on the Simplifi Mobile App. You can find out more here!

How do I categorize a Transfer from a Checking to an Investment Account?

If you have Early Access enabled, you can perform Transfers to and from Investment Accounts just like any other Linked Transfer by using the Simplifi Web App. However, if you're not using Early Access, and until Investment Transactions become available for everyone, as well as on the Simplifi Mobile App, we recommend using the Category of just "Transfer" for these items. Find out more here!


To learn more about tracking Investments on the Simplifi Web App, please click here, and to learn how to add Holdings or Cash to a Manual Investment Account on the Simplifi Web App, please click here!

Did this answer your question?