Osaic and Equipt

jimsug

Osaic. I am trying to connect my Simplify account to Osaic. The log-in URL is "https://app.osaic.com/equipt/" I do see other institutions with "osaic" called out in the account search, but not the one associated with equipt.

Can you enable this connection?

Coach Jon

Hello @jimsug,

Thanks for reaching out! Before we add this URL given as a financial institution request, I would suggest that you try connecting via one of the options provided within Quicken Simplifi to see if you can connect. Let us know how that goes!

-Coach Jon

rocco14

I am also having this issue. The accounts listed are not Equipt

Coach Jon

Hello @rocco14,

Thanks for reaching out! Have you tried the instances I gave above? Are you receiving an error when trying to connect? Let us know!

-Coach Jon

rocco14

Hi @Coach Jon I did try the instances above. None of them work to link to my account.

Coach Jon

Hello @rocco14,

Are you receiving an error when trying to connect? If so, what error are you receiving?

-Coach Jon

rocco14

None of the provided options are Equipt, so they do not connect

Coach Jon

Hello @rocco14,

I appreciate your patience. I have added this as a financial institution request, and other users may vote for and follow this thread going forward.

-Coach Jon

JimY67

nI can't tell, but if this is about: https://app.osaic.com/equipt/login the I totally agree. Please add this!

MDYoder

100% agree. I've worked with the online helper "Coach Jon" numerous times on this over the last month and still haven't seen it added. I put in a request every day to get it added. @Coach Jon and team, please work through this one!

MDYoder

Same issue for me. I've tried all of the above suggestions to no avail.