Simplifi

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. Simplifi is powered by a network of over 14,000 financial institutions. If you can't connect your account in Simplifi, you can track it manually, as well as track the value of your assets!

<a href="#h_30003cf628" target="_blank">Banking Account Types</a>

<a href="#h_28ba8f312b" target="_blank">Investment Account Types</a>

<a href="#h_96c9a65abc" target="_blank">Property (Asset) Account Types</a>

<a href="#h_36cd23547e" target="_blank">Loan (Debt) Account Types</a>

- Credit Card
- Lines of Credit
- Other Credit

- IRA
- Keough
- Roth IRA
- Roth 401K
- SEP IRA
- Simple IRA
- 401K
- 403B

- UGMA/UTMA
- 529 Plan
- Other Investment

- Construction Loan
- Home Equity Loan
- Mortgage

- Consumer Loan
- Military Loan
- Student Loan

<i>If you experience any trouble adding your accounts in Simplifi, please don't hesitate to reach out to our <a href="http://help.simplifimoney.com/en/articles/5077917-how-to-contact-support" target="_blank">Support Team</a>! </i>

Learn the account types that are currently supported in Simplifi

What Account Types Are Supported in Simplifi?

Find answers and get help from Intercom Support and Community Experts

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Overview

Table of Contents

Banking

Cash & Checking

Credit

Savings

Other Banking

Investments

Brokerage

Retirement

Other Investments

Property (Assets)

Real Estate

Vehicle

Other Property

Loans (Debt)

Home

Vehicle

Personal

Other Loan