At some point simplifi stopped pulling in my holdings information. It pulls in the account balance but no details. Which means I can't track with my investments. Is there a fix for this?
Hello @Mankow,
Thank you for letting us know you're seeing this issue. To clarify, is this a manual account that stopped updating holdings information, or is this account connected for downloads from the financial institution? Do you recall roughly when the holdings information stopped updating? Were there any changes to the securities or the tickers associated with them?
I look forward to your reply!
Account is connected. It only displays the account value and updates. But no holdings or transactions are being pulled.
No changes I'm aware of
Thank you for your reply,
To clarify, are you using the AIG Retirement - My Streetscape connection? Is it the 457 account whose holdings stopped updating? Or is this the account you weren't able to add earlier, the 403 account you contacted us about in March (Ticket # 11631792)? Are you seeing any error messages/codes when you try to update your account?
Thank you!
Yes AIG, yes it's both 457 and 403 from the previous ticket. That ticket was that it wouldn't connect. Now it's connecting but It's pulling in only the balance and updating it daily but there's no holdings information. There's no error.
Thanks for the information. Can you provide a screenshot showing the account register and portfolio with the missing transactions/holdings within Quicken Simplifi? I will also have you try resetting your account connection so we can verify if this resolves the issue. https://support.simplifi.quicken.com/en/articles/4857199-when-and-how-to-reset-your-account-connections
-Coach Jon
Jon
First thing I did was reset. I've reset my accounts so much on here and lost so must history it's becoming almost comical (if I wasn't paying for this service)...
Thanks for letting us know. If that doesn't work, go ahead and provide the previous information requested regarding the screenshot, and we will investigate further!
Where can I submit this - not going to post a screenshot of my account publicly.
Thanks for the reply. If you prefer, you can send me the screenshot directly via DM.
Sent but no follow up (yet)
Thanks for the screenshots. They are very helpful. I can definitely see why this would be annoying to work with. If you access the mobile application, does this account appear the same way as far as Holdings information not displaying?
Yes it is
Thanks for the reply. To clarify, are the Holdings appearing in the mobile application, or are they not appearing?
They are NOT appearing in the mobile app
Thank you for the information. Can you please provide logs to help us investigate this issue?
Ok I am away from my computer now but will do it later
@Coach Jon this is done.
Thanks for the logs! Is the account also missing transactions in the program? Or just Holdings? If so, can you provide a screenshot showing the Transactions tab within Quicken Simplifi for this account?
Also missing transactions.
Still waiting on resolution
Thank you for the update,
If you haven't already done so via DM, please provide the screenshot that Coach Jon requested in his earlier post:
Sent to @Coach Jon
Thanks for the additional screenshots. If you can please provide the below information so that we may further investigate why this issue is occurring, that would be helpful:
Feel free to directly message me this information if you prefer!
The transactions aren't the problem. The holdings are what's missing ie the funds, shares, values. The total account balance is accurate and updates.
I misspoke in a previous message, the transactions are fine. Just the holdings (which was what started the this thread).
Thanks for the clarification. If you can please provide this information, then we can get this looked at:
@Coach Jon information sent directly. There's a delay because I'm not receiving notifications of a message...
Thanks for the requested information! Here is a great support post that shows how to enable community notifications, in case they aren't currently enabled.
Additionally, one last thing I want you to try is to make both accounts that have the issue manual, and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. I know you stated that you had reset your accounts before, but we want to try this way to determine if this can bring your holdings in. Let us know!
It didn't give me an option to link. It added new and same issue with not showing the holdings...
Ok I did it on my desktop and was able to link but that did not work. No holdings information.
