Unable to find WBREOX in the holdings list (edited)

jmqn7

I'm trying to manually add WBREOX (https://www.quicken.com/investing/mutual-funds/WBREOX/BlackRock-Equity-Index-Fund) as a holding to one of my accounts, but Simplifi will not list it as an option. Instead, I have to manually enter it all the details rather than having it automatically update the share price.

Coach Jon

Hello @JMQkn,

Thank you for reaching out! I am not seeing a WBREOX security option when searching Quicken Simplifi on my end either. Can you please share the following information to assist us in troubleshooting this issue:

• The name of the account, as it appears in Quicken Simplifi.
• The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
• The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
• The balance for the account as displayed on the bank's website.
• A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
• A screenshot of the holdings on the bank's website for comparison.

Let us know!

jmqn7

It's a Human Interest account that I have not been able to sync to Simplifi because of the following issue:

https://community.simplifimoney.com/discussion/14704/ongoing-10-16-25-human-interest-returns-an-fdp-105-error

In the meantime, I was trying to see if I could add it manually.

Coach Jon

Hello @jmqn7,

After confirming with my team, we discovered that WBREOX is not a publicly listed fund you can trade like a stock or ETF. It’s a Collective Investment Trust (CIT), not a traditional mutual fund or ETF. They are typically offered inside employer retirement plans (e.g., 401(k)) and not listed on exchanges for general public trading.

Unfortunately, there is not much we can do regarding this issue. I would wait to see if it can be added via connecting the account when the Human Interest issue you linked above is resolved. I wish I had a better answer!