[ONGOING] 12/10/24: Issue Adding Multiple Holdings to a Manual Brokerage Account: FHCCX & FACDX

Coach Natalie
Coach Natalie Administrator, Moderator admin
edited December 24 in Known Product Issues

We have identified a bug in the Quicken Simplifi Web Application that affects adding multiple holdings to manual brokerage accounts. When users attempt to add two different holdings with distinct ticker symbols and prices, the second holding overwrites the first one. This issue has been confirmed for the following holdings, but may affect others:

  • "FHCCX" - Fidelity Advisor Series VII Fidelity Advisor He, price per share $48.49
  • "FACDX" - Fidelity Advisor Series VII Fidelity Advisor He, price per share $66.10

Impact:

  • Affected users will notice that the first holding replaces the second one.
  • This issue does not occur when adding holdings with entirely unrelated details.

This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

SIMPL-24790

-Coach Natalie

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    ONGOING 12/24/24

    This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.

    We appreciate everyone's patience!

    -Coach Natalie

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