Overview
At Quicken Simplifi, we work with many financial institutions so you can easily download your transactions and balances—the first step to understanding your finances. However, we’re not yet connected with every bank.
Searching for a bank
If your bank doesn’t appear in the search results, try searching for different versions of the bank’s name or its website URL to make sure it’s not listed under a different name.
For example, if searching Wells Fargo doesn’t show Wells Fargo Advisors, try adding “Advisors” to your search or enter the website URL (wellsfargoadvisors.com).
Requesting a bank
If your bank isn't available to connect to in Quicken Simplifi, you can visit our Community to either vote for it if someone has already requested it, or you can request it if no one else has. To do so, please visit our Report Missing Financial Institution page here.
Note: If you haven’t registered for our Community yet, please sign up. You can find more details on how to register and use the Community here.
You can also request a missing bank directly in Quicken Simplifi if your bank doesn’t appear in the search results.
Enter the Financial Institution or the login URL.
Click Send Request.
Note: We cannot guarantee that a requested bank will be added.
If you have any questions about Quicken Simplifi, our support team is here to help.