Request: link U.S. Bank retirement accounts

mattyrazz7

Hey there, I'm having trouble linking to my U.S. Bank IRA. When connecting the account through Simplify, I get the option to share bank account and credit card data from U.S. Bank, but no option for retirement accounts.

What I tried so far:
1. Selected each of the available U.S. Bank instances in Simplify when adding an account (none worked)

2. Checked through the U.S. Bank site to make sure there were no permission issues there

Regarding (2), I already link to U.S. Bank through another service (SoFi Relay), and that one is able to fetch retirement accounts, so I think I've ruled out the problem being on U.S. Bank's end.

Specifically, this is what I see on the U.S. Bank side for both services w.r.t. data sharing:

• U.S. Bank → Plaid → SoFi
• U.S. Bank → Intuit → U.S. Bank

So seems to me that Plaid requests all types of accounts, whereas Intuit only requests bank/credit cards. Would someone be able to help fix this connection? Thanks in advance!

Coach Jon

Hello @mattyrazz7,

Thanks for reaching out! To confirm the issue, you are able to connect; however, your retirement accounts are not coming through, correct? I know that U.S. Bank Investment accounts are unsupported, themselves. Are the accounts you are trying to add categorized as Investment accounts? This may also be token-related. I would try the following steps to make sure:

• Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
• 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 how this goes!

-Coach Jon