PNC Private Bank Web Connect issue

aef

Hello,

I was using the PNC Private Bank Web Connect connection for the last year, and it was seeing my cash bank accounts and my investment accounts held with PNC Private Bank. About 1 month ago, it started showing only my cash bank accounts and stopped updating the investment accounts. I tried to reset the connection and delete and re-add the Private Bank connection. Now it doesn't even show the investment accounts as an option to add.

I've tried several times on all the PNC connection options, and on several browsers.

Any ideas?

Coach Kristina

Hello @aef,

When you try to re-add the investment accounts, are you seeing any error messages, or are they just not showing up as an option to add/link in your Quicken Simplifi?

If the accounts aren't showing up as an option to add at all, then, to help look into this issue further, please answer these questions:

• Has there been any activity in the accounts in the last 90 days?
• Are the accounts considered external accounts (i.e. are you redirected to a different website when selecting the accounts on the bank's website)? If so, what URL are you redirected to?
• Are the accounts a subtype of a different account?
• Has the financial institution made any recent changes to its website or sign-in process?
• Are you the owner of the accounts?

I look forward to your response!

Brotatochip622

I'm having the same issue. When first connecting to my PNC accounts to authorize Intuit/Simplifi access, all of my checking and investment accounts appear. When I return to Simplifi, only my checking and savings accounts show. The investment accounts are now disconnected because I tried resetting the connection.

Coach Kristina

Hello @Brotatochip622,

When I check on our end, it looks like you've been using the PNC Bank - Direct Connect connection option. Are you able to connect your investment accounts using any of the other PNC options, such as the PNC Private Bank Trust Web Connect option?

If you are not able to connect the investment accounts using any of the other options, please provide information about what happens when you try. Is it the same issue as you described in your initial post, or do you see an error messages/error codes, or is something else happening?

I look forward to your reply!

Brotatochip622

When trying other PNC options (PNC Investments, PNC Private Bank trust Web connect) I have the same issue. When connecting and logging in to PNC it allows me to select all and authorize the accounts (savings, checking, and investments). Then in Simplifi it only syncs the checking and savings, not the investments.

Coach Kristina

Thank you for your reply,

To help look into this issue further, please answer these questions:

• Has there been any activity in the accounts in the last 90 days?
• Are the accounts considered external accounts (i.e. are you redirected to a different website when selecting the accounts on the bank's website)? If so, what URL are you redirected to?
• Are the accounts a subtype of a different account?
• Has the financial institution made any recent changes to its website or sign-in process?
• Are you the owner of the accounts?

Thank you!