Unable to add Stash Invest account (edited)

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KareS
KareS Member
edited July 3 in Adding and Updating Accounts

I've read some of the other posts concerning Stash and I saw the one from a moderator that said to create a new post. I have tried several times to add Stash Invest on my mobile app. (just signed up for this so it is the newest version of the app from the play store)

It goes through the entire process, including texting me a code, but then I get the message "Account type not supported" "Your account is currently not supported. Please select another institution. (914) Attaching the screenshot. I tried on my laptop as well with the same result. I was looking for an all in one solution and paid for a year, so I hope this can be resolved.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @KareS,

    Thanks for reaching out! This error message appears when the account can not be located at the financial institution's website under the credentials used. Can you let us know what account type you are trying to add into the program? I would also have you log into the bank's website and see if the account is available through your online banking portal. Let us know!

    -Coach Jon

  • jujubeez
    jujubeez Member
    edited July 5

    I am having this exact same issue. I was excited to see that Stash had finally been added to the available institutions in Simplifi's account selection, but when I go through the process of trying to add the account, I encounter the same error as KareS above. Since I was following Simplifi's wizard for adding the account, I'm not sure I follow some of your questions. Stash Invest is an investment brokerage that shows up as an option in Simplifi's menu of available institutions. It looks Quicken uses Finicity to access Stash's data via Simplifi. See one of the screenshots I've added for clarification. I've tried adding the account multiple times over a few weeks, using both the iOS app and the online browser app, to no avail. Thanks for your help.

    Add account screen.png Finicity.png IMG_1475.png IMG_1476.png IMG_1477.png IMG_1479.png

    It looks like integrating Stash Invest into Simplifi has been an issue for a while.

    https://community.quicken.com/discussion/7947715/simplifi-integration-with-stash-banking-investments
  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @jujubeez,

    Thank you for the additional information and the screenshots.

    That specific error message typically means that either the account type is not supported, or that your account(s) are inactive, closed, or temporarily frozen on the financial institution side.

    What account type are you trying to add (for example, checking, savings, brokerage, retirement, loan, credit card, etc.)? Have there been any recent transactions in the account(s), other than interest payments? Does Stash require you to do any sort of authorization on their end to allow 3rd party aggregation services to connect?

    I look forward to your response!

    -Coach Kristina

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