LPL Connection Accounts not updating (edited)

DomB
DomB Member ✭✭
edited 7:07PM in Adding and Updating Accounts

Is anyone else having a problem with LPL not updating all of their accounts. I have 4 accounts and only two are updating. I tried to reset the connection and it displays 16 accounts and I have tried a combination of which accounts to add and thought i was successful but only two have updated. The other two pulled in the balances but are not updating. Out of the 16 accounts some are listed twice and have a dollar amount associated with them, but some just display the account name with no dollar amount. This just started happening last week.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @DomB,

    Thanks for reaching out! Can you please provide a screenshot of the list of accounts that are showing up to be added in the Add Account flow you mentioned? This will help us better understand the specific issue here.

    You can also try these steps to see if they work better in resolving the issue you are seeing:

    • 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

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