Overview

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 to Simplifi, you will be able to see those accounts in your account list.

Accessing your Investment Accounts

Click on the investment or retirement account 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. Then, place a checkmark in the box next to all accounts you'd like displayed or uncheck the box next to the account's name to remove it from the view.

While Simplifi doesn't offer the ability to track Investment transactions, you can view holding details such as the Ticker Symbol, Number of Shares, Price Per Share, Today's Value, and Today's Change.

Learn more about accessing your Holdings here!

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