AIG Retirement - My Streetscape Missing Account (edited)
This discussion was created from comments split from:
Comments
-
Simplifi team can someone please help provide me with the same support you did for N4KHQ? I continue to have the same issue where my valic accounts aren't connecting
0 -
@Sean OConnell, thanks for posting to the Community!
Would you mind clarifying what specifically is occurring with your AIG Retirement - My Streetscape accounts? Are you receiving an error code, or are you unable to connect certain accounts, etc.?
Please let us know so we can best assist!
-Coach Natalie
0 -
This is my current error that I am getting
[edited image to redact private info]
0 -
And then why I try to reconnect I get the below message
0 -
@Sean OConnell, thanks for the reply!
Let's have you try establishing a completely fresh connection with the bank to see if all of your accounts are found and able to be linked. Here are the steps to follow:
- Make all of the accounts with this bank manual by following the steps here.
- 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.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how things go!
-Coach Natalie
0 -
I did the step by step you provided. However when I go to reconnect my account it's only pulling 1 of the accounts (see below screenshots)
You can see from the below that the account with $29,574.16 isn't be connected.
0 -
@Sean OConnell, thanks for giving those steps a try! That allowed us to confirm the issue, which is a missing account.
To escalate the missing account, we will need the following data:
- Has there been any activity in the account in the last 90 days?
- 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?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- The name of the existing account in Quicken Simplifi that used to be linked to the now "missing" account.
- 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).
Please also submit your logs via the 'Send Feedback' option:
- 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.
We look forward to your reply!
-Coach Natalie
0 -
I honestly don't know how to answer all of these questions, but I will try
- Has there been any activity in the account in the last 90 days? Yes, there have been dividends paid out in December 2024
- 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? No
- Is the account a subtype of a different account? Per the website it list the account as "AnMed Health 401(A) Retirement Plan AnMed Health". When looking at the contribution source to this account it does list out two separate accounts "MATCHING" Account# [removed - privacy] and "EMPLOYER CONTRIBUTIONS" Account#: [removed - privacy]
- Has the bank made any recent changes to its website or sign-in process? per @N4KHQ they changed the look of the website recently
- Are you the owner of the account? My wife Carleen is.
- The name of the account, as it appears on the bank's website. AnMed Health 401(A) Retirement Plan
- The name of the existing account in Quicken Simplifi that used to be linked to the now "missing" account. "AnMed - 401(a)" and "AnMed - 401(a) Match"
- 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).
0 -
Also, Feedback sent
0 -
@Sean OConnell, thank you!
I submitted an escalation for your missing account and will post back with updates.
EWC-11633555
-Coach Natalie
0 -
@Sean OConnell, I have been through the above process you just completed about 5 times and each time the fix lasted a one or two months. Most of the time the escalation is the only fix. Last time Jon escalated and I got 2 of the 3 accounts, and Natalie escalated and I got all three. You have to have the accounts manual to keep from getting the Try Another Bank error. The problem started when Corebridge got compromised and they blocked us for a months. I think Corebridge (Valic-AIG) is requiring us to revalidate every month and if you have 3 accounts it only finds one.
0 -
@Sean OConnell, our service provider would like you to try the missing account again. Let us know how it goes, please!
-Coach Natalie
0
