Overview
Quicken Simplifi lets you connect your bank so you can automatically download your transactions and balances. If your bank isn’t listed when you search for it, this article will show you how to submit a request for your bank.
How to Search for a Bank
Before you submit a request for your bank, try searching for a few different versions of its name or its website URL. This can help you find the bank if it’s listed under a slightly different name.
For example, if you need to add "Wells Fargo Advisors" but searching just for Wells Fargo doesn’t show it, try adding “Advisors” to your search.
You can also enter the website URL (wellsfargoadvisors.com).
How to Submit a Request to Add a Bank
1. Submit a request through the Quicken Simplifi Community
If your bank isn't available to connect to in Quicken Simplifi, visit our Community to vote for it if someone has already requested it, or request it if no one else has. Please visit our Report Missing Financial Institution page.
For more information about our community, please visit our Welcome to the Community page.
2. Submit a request through the Quicken Simplifi app
You can also request a missing bank directly in the Quicken Simplifi web app.
Note: You can't send a request in the Quicken Simplifi mobile app, please use the web app instead.
Instructions
Open the Quicken Simplifi web app.
Navigate to the Accounts panel,
Click the blue + New button.
Type in the financial institution name or the bank login URL.
Click Send Request.
If you don't see this option, you might need to scroll down.
Note: We cannot guarantee that a requested bank will be added.
If you have any questions or need help adding your accounts in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.