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.

Chilly

Hello @Coach Jon

I see this has not yet been resolved with several customers making this inquiry to add Osaic eQuipt. None of the options currently shown directs people to the site below to link Osaic eQuipt. Can you please resolve this for us? Thank you.

https://app.osaic.com/equipt/login

Coach Jon

Hello @Chilly,

This post is a financial institution request. This means users may vote for and follow this post if they wish to have this bank added to Quicken Simplifi. That does not necessarily mean that the bank will be added, but we will be sure to update this post if we receive more information on the status or if it will be added in the future.

I hope this makes sense.

-Coach Jon

JimY67

Hi everyone, please click on the tiny vote button at the top of this thread.

Chilly

Thank you @JimY67 for showing me how to click the vote button. I have voted. @Coach Jon, I will need to cancel my Quicken Simplifi account if this cannot be resolved as linking this account is needed for me to use your software.

Coach Jon

Hello @Chilly,

Thanks for the reply. As stated previously, this post is a financial institution request. Which means it can be voted for and followed for updates, but it does not guarantee that it will 100% be added. We of course will update this post if it will be/if we receive any information regarding this financial institution.

Thank you for your patience!

-Coach Jon

Chilly

Please add eQuipt to the list of accounts to select from:

https://app.osaic.com/equipt/login

Thank you