M1 Finance Not showing Money Market account when Syncing

gms
gms Member

When I try to sync my M1 account, I can't seem to see the money market account that I have there. it does show the investment account correctly though. I've tried deleting and re-adding, but still don't see an option to sync data from the money market cash account. Any ideas?

Comments

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @gms,

    I'm sorry to hear you're running into this problem. To clarify, is this a separate account that isn't showing as an option to add, or is it part of the investment account that you have connected? If it's part of the investment account, since you mentioned the money market account is a cash account, is it reflecting in the cash balance?

    I look forward to your reply!

    -Coach Kristina

  • mrbook
    mrbook Member

    I am having a similar issue. I had M1 Finance linked to Simplifi for over a year, with a few investment accounts and a HYSA account. Recently (at least since Jan 1st), the HYSA has shown as disconnected with no input from myself. I have tried several times to reset the connection, but the HYSA does not show up as an option to link. The other accounts show up fine and link up but not that one.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @mrbook, thanks for posting on this topic!

    I definitely understand how frustrating this situation could be. To begin troubleshooting, please establish a completely fresh connection with the bank by following these steps:

    1. Make all of your accounts with M1 Finance manual by following the steps here.
    2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    3. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Please post back here to let us know how it goes!

    -Coach Natalie

  • mrbook
    mrbook Member
    edited January 17

    @Coach Natalie

    I followed your steps. I marked each account with M1 as manual. Added an account, but once I logged in with my credentials it only showed 3 of 4 accounts. It did not display the HYSA account as an option to connect.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @mrbook, thanks for giving the steps a try and posting back!

    To identify potential culprits, please provide the answers to the following questions:

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

    -Coach Natalie

  • seymoursolo
    seymoursolo Member

    I am having the same issue with my non-investment accounts. The sync worked fine until about a week or so ago. My M1 high-yield savings and credit card no longer sync, but my investment accounts sync fine. I have converted the accounts to manual, and Simplifi no longer sees them when attempting to re-add them. Can we escalate this to a technical team to be researched?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @seymoursolo, thanks for letting us know!

    Can you please provide the information requested in my last comment? Thanks so much!

    -Coach Natalie

  • mrbook
    mrbook Member

    @Coach Natalie Back again.

    1. There is a few transactions that occur in that account every month.
    2. It is not an external account, it is native to M1.
    3. It is it's own standalone account in M1, just like the investment ones that show up.
    4. I haven't noticed any changes in the log in process for M1.
    5. I am the account owner.

  • seymoursolo
    seymoursolo Member

    @Coach Natalie, thank you for responding. My answers are the same as those of @mrbook in the previous comment. I have multiple investment accounts that still work. My High-Yield Savings and Cash accounts and credit card stopped syncing around January 6th. Those are the last transactions I received.

    I had a lengthy chat yesterday with Coach Maria, during which I sent a lot of information and diagnostics. She said the issue is being escalated for resolution.

  • peopleskai
    peopleskai Member

    @Coach Natalie I'm also having the same problem. My answer are the same as @mrbook as well. All the investment accounts work, but the HYSA does not show up

  • sausab
    sausab Member

    @Coach Natalie Same issue as others since about a week ago or so. M1 Investment account gets syncd but the HYSA does not refresh. Tried deleting and reconnecting the institute but it only shows the investment account as an option to choose from. Please resolve the issue soon.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hey everyone, thanks for letting us know, and we apologize for the connectivity issues with M1 Finance!

    It looks like this issue was already escalated internally, so we got an Alert up that you all can follow for updates:

    With that, however, it would be great to get some of you added to the ticket to show our engineering team that the issue is impacting multiple users. To do so, we need the following data:

    1. Has there been any activity in the account in the last 90 days?
    2. Has the bank made any recent changes to its website or sign-in process?
    3. Are you the owner of the account? 
    4. The name of the account, as it appears on the bank's website.
    5. If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
    6. A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser). This needs to show the missing account.
    7. A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

    We will also need logs:

    1. Log into the Quicken Simplifi Web App.
    2. Select Profile from the left-hand navigation bar.
    3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback
    4. Leave all boxes checked, add a brief description of the issue, and then click Send.

    Thanks in advance to anyone willing to provide the info to be added to the ticket! Otherwise, we appreciate everyone's patience as the issue is worked on.

    -Coach Natalie