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Sure401k Broken Since August 2025 - FDP-155 (edited)

exabrial

Hi,

I've written support several times but there is no movement.

Around August 2025 I filed a support ticket as Sure401k synchronization stopped working.

Quicken Simplifi claims Sure401k is blocking them and advised me to reach out to Sure401k. So I did.

Sure401k claims they are not blocking Quicken Simplifi and that they need to "use the right password".

I asked Quicken Simplifi to send Sure401k some logs and they outright refused.

Can we please get a resolution on this, or at least provide me enough information so I can do the legwork? This is silly at this point.

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Comments

Coach Jon

Hello @exabrial,

Thanks for reaching out! I can see from your previous ticket with our support team that, after researching the issue with the financial institution, they discovered that they are currently blocking our data aggregation efforts. In most cases like this, this block can last for an indefinite amount of time. Since you have previously escalated this issue with our chat support team, I would suggest following up via that same method to see if any further updates or steps can be taken regarding this issue.

I am sorry that I do not have better news to share.

exabrial

Hi Coach Jon,

They "escalated" by having me post here.

Coach Jon

Hello @exabrial,

Thank you for the reply! Unfortunately, there is not much we can do if the financial institution is blocking our connection.

In the meantime, you can still track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

If the account is an investment account, the manual tracking steps are a little different:

Make the account manual so you can add and edit Holdings: How to Make an Account 'Manual' | Quicken Simplifi Help Center
Add/edit your Holdings to keep accurate records: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center

exabrial

Thank you for the reply. As I pointed out earlier, the financial institution claims they are not blocking you. You however refused to provide and logs showing that however.

Coach Jon

Hello @exabrial,

Thank you for the response. We in the community cannot provide logs of any sort, unfortunately. I would still suggest reaching out via chat support to verify if any further steps can be taken regarding the previous escalation.