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Toronto Stock Exchange Symbols Not Working

donnajean

It seems the suffix for all the symbols for investments on the (Canadian) Toronto Stock Exchange have changed from .TO to .CA and Simplifi is no longer updating them. If you open one (or any) of them in Simplifi you get the error message: Invalid Symbol, Please Try Again (displayed in red text). If you attempt to add as new, the .CA symbols are not listed as an option.

Can this problem be rectified, please?

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Comments

Coach Jon

Hello @donnajean,

Thanks for reaching out! To help clarify your situation, can you please provide screenshots showing the issue within Quicken Simplifi? This would be helpful in determining what is happening here.

-Coach Jon

donnajean

Here is a screenshot. It’s happening with all investments that have the suffix .TO. For example ZWB.TO and the one below ZWC.TO, as well as all others on the Toronto Exchange.

Coach Jon

Hello @donnajean,

Thanks for letting us know! To clarify, can you let us know whether this account is manual or connected within Quicken Simplifi? If it is connected, I would try using a fresh connection to see if this resolves the issue. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

Thanks,

Coach Jon

donnajean

The account is manual. My holdings were added by searching for and adding the stock ticker symbols.

Coach Jon

Hello @donnajean,

Thank you for the clarification. If you can provide the following information, this would be helpful in determining a solution going forward.

The name of the account, as it appears in Quicken Simplifi.
The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
The balance for the account as displayed on the bank's website.
A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
A screenshot of the holdings on the bank's website for a comparison.

We will also need logs to be sent to us. Here are instructions on how to do this below:

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

-Coach Jon

donnajean

Account Name: BMO RRSP
Balance of account in Simplifi: $306993.14
Balance of account in the Investment Portfolio in Simplified: $303760.90
Balance of account as displayed on bank's website: $307400.19

donnajean

Logs have been sent.

Coach Jon

Hello @donnajean,

Thank you for the requested information! The last thing we need is your web browser and operating system and their versions as well as the version and build of your Quicken Simplifi web application. This can be found at the bottom of your dashboard.

-Coach Jon

donnajean

Web browser: Safari Version 18.2 (19620.1.16.111.6, 19620)

OS: Mac OS Sonoma Version 14.7.2

Quicken Simplifi Web App: Version: 4.42.0 (29875/2cd2799c26/v92.10.0)

Coach Jon

Hello @donnajean,

Thank you for the information! I have reported this bug to our product team and will be sure to follow up with status updates here.

-Coach Jon

SIMPL-25249

Coach Jon

Hello @donnajean,

I am back with an update! Our team wants to know if this issue is still occurring for you! Please let us know so that we can give this ticket a bump if you are.

-Coach Jon

donnajean

Hi. The issue persists in that the error message ‘Invalid Symbol. Please Try Again’ is always displayed in red whenever I select any of my investments that have .TO in the name (which is the case for all of them). However, it appears that the data for these investments is updating accurately.

Coach Jon

Hello @donnajean,

Thanks for letting us know. We will give this issue a bump and reach back out when we have further status updates!

-Coach Jon

Coach Jon

Hello @donnajean,

I just wanted to follow up here to let you know the ticket for this issue is still open and being worked on. We will continue to post back here as updates are received.

Thank you for your continued patience!

-Coach Jon

MoMoney99

https://community.simplifimoney.com/discussion/comment/61986#Comment_61986

@Coach Jon Hi Jon, any updates on this? It's been 5 months and I too am dealing with the same issue as @donnajean. It shouldn't be that difficult to resolve but here we are nearly 6 months later. Any updates would be greatly appreciated.

Coach Jon

Hello @donnajean and @MoMoney99,

I am following up to let you know that the ticket for this issue remains open and is being worked on by our product team. We will be sure to post any further updates here as we receive them going forward. Thank you!