Principal Financial Group account not pulling current balance

adh289
adh289 Member
edited February 12 in Adding and Updating Accounts

The account connects and it pulls in the account details but the balance is always 0.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @adh289, thanks for posting!

    When reviewing your accounts on our end, I see one account in Quicken Simplifi connected to Principal Financial Group called "Individual Life"—is that the account in question? If so, I also see the $0 balance in our system. What is the account balance on the bank's website? Also, is this an investment account in Quicken Simplifi?

    Please let us know so we can assist you most effectively!

    -Coach Natalie

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