Can I link by loan or investment account?

Currently loan and investment accounts are not supported for linking bank accounts. While you can might be able sync the account from your institution, these account types are generally not supported and may not work as desired. If this is a request you need, be sure to let us know by clicking +1 on our feature request page below.

http://help.cheqbook.com/entries/37346503-Support-for-loan-and-investment-accounts