Unable to add Barclays individual account (edited)
For the last couple weeks Barclays has been working as expected for my individual account. However, my fiance created a new joint account and added me to it which added a second account to my Barclays page. After she did this Simplifi needed to reconnect. After fixing the connection issue it only found 1 account (the joint account). I attempted to add a manual account and add a new one to link it, but it won't locate my individual account.
Has anyone seen this before?
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Hello @Joshua Miller,
Thanks for reaching out! To help clarify your situation, can you let us know what type of accounts these are? Additionally, is the joint account a completely separate account from the individual account you mentioned? If you go to Settings > Accounts in Quicken Simplifi, does the account show as connected there?
Let us know!
-Coach Jon
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Good evening,
No, the account does not show connected if I go to Settings > Accounts.
The only account that is showing is the recently opened Joint account my fiance opened and added me to. My individual account that I had added 2 months prior was disconnected. The account showed disconnected. So, I attempted to go to Settings > Accounts > … > Add a new account under Barclays and all its finding is the new Joint account recently created, not my Individual account. I also tried to reset the connection, but that didn't resolve my issues. I then removed the Individual account that showed disconnected, attempted the steps above again (even waited until the next day) and it still only found the joint account.
Thanks,
Joshua
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Sorry, to answer your other question. These are two separate accounts. One is a joint and one is an individual. The individual was working fine until I was added to the joint account recently by my fiance, then the individual stopped working and there is only a joint account being found when connecting.
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Hello @Joshua Miller,
Thanks for the clarification. It is certainly strange that the older account is not being found when usually it is the newer accounts that have these issues if at all. One thing I have seen before is that there may be a setting on the bank's website that was possibly changed in regard to the third-party sharing of the account. Can you verify if you are able to see if there is a setting like that on the bank's website?
-Coach Jon
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