Incorrect Date Account Last Updated

FBOL

I have two Fidelity Accounts that are showing that they were last updated on February 18, 2022. They were actually last updated on June 6, 2025.

SRC54

Is this on the Portfolio page view? That date is often out of whack for me, but yours is a new record. 😁 I assume your transactions and portfolio are really up-to-date. I sure hope so.

FBOL

Account...Holdings

Coach Jon

Hello @FBOL,

Thanks for reaching out! Can you let us know if this is just a visual bug and your investment account transactions and balances are updating correctly? If so, I would see if resetting your account connection works to resolve this issue. https://support.simplifi.quicken.com/en/articles/4857199-when-and-how-to-reset-your-account-connections#h_037ac19bf9

Let us know!

-Coach Jon

FBOL

Resetting the connection didn't work. Everything is correct except the date.

Coach Jon

Hello @FBOL,

Thanks for the reply. Can you please provide a screenshot showing this issue within Quicken Simplifi to better assist us? I would also have you check if this issue still exists within a different web browser/incognito mode.

-Coach Jon

FBOL

Please provide a secure link to share the screenshot.

Coach Jon

Hello @FBOL,

Thanks for the reply again! You can send it to me personally via DM if you prefer.

-Coach Jon

FBOL

What is your DM address?

Coach Jon

Hello @FBOL,

Thanks for the screenshot! Did you try verifying the issue is present from another web browser/incognito mode? I would also have you try establishing a fresh connection, making the account manual, and re-linking as well to see if that fixes the current issue. The instructions to do that are:

• Make all of the accounts with the bank manual by following the steps here.
• Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
• If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know!

-Coach Jon

FBOL

I'm still having this problem. Any news on escalating this?

FBOL

Yes the problem exists on different platforms and browsers.

Coach Jon

Hello @FBOL,

Thanks for the reply. Did you try the above steps I shared regarding establishing a fresh connection? If that still didn't work, can you supply logs to better assist us with this investigation?

1. Log into 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

FBOL

Yea, I'm going to pass on going through all of that. I refreshed the account which didn't help. I deleted the Fidelity account and added it back and that didn't help either. I have 5 Fidelity accounts. 3 are correct and 2 still show the last update as February 18, 2022. All of the accounts were updated today on the Fidelity site.

Coach Jon

Hello @FBOL,

I understand your frustration, but in order to escalate issues to our product team, we will need the information I requested previously. Otherwise, we will not be able to continue investigating this issue.

-Coach Jon

FBOL

Then don't escalate it. I'm currently struggling with several bugs and I may just cancel my subscription. But thanks for your help.