Simplifi pulling data from incorrect stock

Jeff.Carver
Jeff.Carver Member
edited May 23 in Investments

Stock owned is INVESCO 1-5 YEAR LADDERED INVESTMENT GRADE CORPORATE (PSB.TO on TSE) with current share price $17.94. Simplifi is replacing with BUSINESS PARKS (PSB on NYSE) with share price $187.44. This gives huge error, but only in the details section for the relevant account. It pulls correctly from Edward Jones and is correct in the dashboard and net worth. How do I correct which stock exchange Simplifi is pulling stock information from for details?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Jeff.Carver,

    Thanks for reaching out! If you can provide a screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account) and a screenshot of the holdings on the bank's website for a comparison, this would be super helpful!

    -Coach Jon

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