Instead of having to reference Simplifi any time you'd like to see which account types are supported, we thought we'd publish a list for everyone!

The following account types are currently supported in Simplifi, broken down by the headers that you'd see in the Accounts List:

Banking

Cash & Checking

  • Checking

Credit

  • Credit Card

  • Lines of Credit

  • Other Credit

Savings

  • Savings

  • CD

  • Money Market

Other Banking

  • Other Banking

Investments

Brokerage

  • Brokerage

Retirement

  • IRA

  • Keough

  • Roth IRA

  • Roth 401K

  • SEP IRA

  • Simple IRA

  • 401K

  • 403B

Other Investments

  • UGMA/UTMA

  • 529 Plan

  • Other Investment

Property (Assets)

Real Estate

  • Real Estate

Vehicle

  • Vehicle

Other Property

  • Other Asset

Loans (Debt)

Home

  • Construction Loan

  • Home Equity Loan

  • Mortgage

Vehicle

  • Auto Loan

Personal

  • Consumer Loan

  • Military Loan

  • Student Loan

Other Loan

  • Small Business Loan

  • Other Loan

If you experience any trouble adding your accounts in Simplifi, please don't hesitate to reach out to our Support Team!

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