Connection Error - American Express (Finicity)

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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @5thompson,

    Thank you for the reply. I can confirm that our product team is still working on resolving this issue. It looks like they are working on changing American Express to use the Intuit aggregator presence instead of Finicity. I will be sure to follow up here when we know more information.

    -Coach Jon

  • 5thompson
    5thompson Member ✭✭

    Update please, another week has passed…how can I escalate the attention to this error? Please get me off the Finicity platform!

  • Coach Jon
    Coach Jon Moderator admin

    Hello @5thompson,

    We are still working on a resolution to this issue. I will be sure to follow up here with any status updates as I receive them. Thanks for your patience.

    -Coach Jon

  • 5thompson
    5thompson Member ✭✭

    How do I escalate this issue? The reply that Quicken is working on a resolution to this issue is unsatisfactory. I would like to hear back from someone more senior or kindly tell me who I can reach out to directly, either in customer service or product support, with more seniority than the discussion forum coaches.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @5thompson,

    The issue is already escalated, and being worked on by our product team. I can understand your frustration in waiting for a resolution, however, anyone you speak to will share the same information. If you would still like to speak to someone else, you can always contact our support team directly: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    -Coach Jon

  • 5thompson
    5thompson Member ✭✭

    Another week of no updates and no new information. The total time with no access to Amex transactions is now 2 months. What an awful way for a paid product to deal with customer connectivity issues.

  • 5thompson
    5thompson Member ✭✭
    edited March 18

    [removed-disruptive]

  • Coach Jon
    Coach Jon Moderator admin
    edited March 18

    Hello @5thompson,

    The ticket we reported to our product team is currently in 'Awaiting Implementation' status. This means we are waiting for Finicity to implement a fix for the issue at this time. We will reach out here and post any status updates when we have them.

    Thank you,

    Coach Jon

  • 5thompson
    5thompson Member ✭✭

    Thank you for that transparency, it is appreciated and all that I (and likely other users) was asking for until now.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @5thompson,

    I am back with an update from our product team. They have implemented a fix for this issue and you should be able to connect to American Express now in Quicken Simplifi. Thank you for your patience, and be sure to let us know if everything is working as expected.

    -Coach Jon

  • 5thompson
    5thompson Member ✭✭

    sorry, no change. I tried adding Amex as a new account as well as linking to a manual account.

  • 5thompson
    5thompson Member ✭✭

    Here are the relevant screen shots in the order they appeared.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @5thompson,

    It looks like you are still using the Finicity instance of American Express within Quicken Simplifi. You should now have access to the Intuit American Express instance. Are you able to connect using this instance?

    -Coach Jon

  • 5thompson
    5thompson Member ✭✭

    Success!! I had to manually type American Express when adding the account as opposed to clicking on the pre-populated banking icon. Thanks for the continued attention to this issue.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @5thompson,

    I am glad to hear that the issue was resolved and you were able to get connected! Thanks again for your patience in this matter!

    -Coach Jon

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