Corebridge Financial not pulling holdings info

Coach Jon

Hello @Mankow,

Thank you for letting us know. Can you please provide updated logs so that we can get this escalated for you?

1. Log in to the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Jon

Mankow

Done (again - you had me do this at the beginning of this ticket)

Coach Jon

Hello @Mankow,

Thanks for the reply and the updated logs. The reason we ask for update logs is to capture the most recent events that occur within the program, which is why I asked again. I did reply to your DM as well. If you can provide what was asked for there, I will be sure to get this escalated!

-Coach Jon

Mankow

@Coach Jon it has been sent

Coach Jon

Hello @Mankow,

Thanks for the reply. I have reported this to our product team and will be sure to follow up here when we receive a status update on this issue.

-Coach Jon

CTP-13298

Mankow

@Coach Jon any news?

Coach Jon

Hello @Mankow,

Thanks for following up! Our product team is still working on a resolution for this issue at this time. We will be sure to reach out here with any updates as we receive them.

-Coach Jon

Mankow

Hi @Coach Jon

Any update?

Coach Jon

Hello @Mankow,

Thanks for the reply and your patience. We do not have an update as of yet, but I will be sure to follow up here when we do!

-Coach Jon

Mankow

This thread started over 2 months ago so I have to resign myself to the fact that Simplifi is unable and/ or unwilling to fix this. I have trialed other paid financial apps that didn't have this problem so I know it's not a widespread issue or one with the bank itself.

Coach Jon

Hello @Mankow,

I understand your frustration. I reached out to my product team for an update, and they did come back stating that the issue should now be resolved! Be sure to let us know if your holdings are now coming in as intended.

-Coach Jon

Coach Jon

Hello @Mankow,

I am just following up to see if you had seen my previous message regarding the issue here. Be sure to let us know if your holdings are now coming in as intended! Thanks!

-Coach Jon

Mankow

Yes, thank you!

Coach Jon

Hello @Mankow,

I am glad to hear the issue was resolved for you! Thanks for letting us know!

-Coach Jon