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[ONGOING] 04/08/25: SEI Client Connect returning a $0 balance in the Accounts List

Coach Jon

We are currently seeing an issue with SEI Client Connect returning a $0 balance in the Accounts List in Quicken Simplifi. Users may also see incorrect or outdated holdings and market value in the Investments Portfolio. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

CTP-12658

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Coach Jon

ONGOING 04/22/25

This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.

We appreciate everyone's patience!