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 that 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.

Investments Tab

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 Total Value, which can be viewed by Holdings, or by 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 three lines 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 that you'd prefer.

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 that 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 that you'd like to add a Holding or Cash to, and click on.

  4. Select the blue Add Holding or Cash button.

  5. Enter the Company Name, Number of Shares, and the Price per share, -or- select the Cash tab at the top and enter the Total Cash. Please note that when selecting an existing ticker symbol from the dropdown list under Company Name, Simplifi will enter the Price per-share amount for you.

  6. Click Add when done.

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 that you'd like to edit or delete, and click on.

  4. Locate the Holding or Cash that you'd like to edit or delete, and click on it.

  5. Select the Edit icon (pencil) in the upper right corner.

  6. To Edit the Holding or Cash, make the necessary changes, then click Update when done; to Delete the Holding or Cash, click the Delete icon (trash can) in the upper right corner, and then click Delete again to confirm.

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