PENFED Accounts Not Refreshing

The Mrs
The Mrs Member
edited March 23 in Adding and Updating Accounts

I noticed a prior discussion that was closed without there being a fix. Creating a new ticket to bring awareness to the team that the PENFED accounts are still not refreshing. Can this issue be made a priority, please?

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @The Mrs,

    Thank you for letting us know you're still encountering an issue updating your accounts with Pentagon Federal Credit Union. When I check on our end, it looks like you're attempting to update your accounts with a connection option that is no longer active.

    To correct the issue, please make your accounts manual (for instructions, click here), add the accounts (for instructions, click here), and make sure to link the accounts to the correct name in Quicken Simplifi (for instructions, click here).

    Please let me know how it goes!

    -Coach Kristina

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