Can't find U.S. Bank investment account

bitluna
bitluna Member
edited May 2 in Adding and Updating Accounts

Like what I said, I only saw my credit card and saving account but I can't see the brokerage account. How to handle this issue?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @bitluna,

    Thanks for reaching out! To clarify, are you stating that the investment account that is missing, is missing at account discovery within Quicken Simplifi? Can you provide a screenshot showing the account discovery window? This would be helpful for us. Additionally, are you rerouted to a different website or URL when you select the missing account at the bank website?

    -Coach Jon

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