In the last week or so the connection to my NETXInvestor accounts has stopped working. It says the accounts are no longer there and the only option I have is to link an account that has been closed for over 2 years. Hoping this can be a quick fix.
Hello @abray712,
Thanks for reaching out! To confirm the issue, are you stating that your account that was previously connected has disappeared from Quicken Simplifi? If so, were they accidentally deleted? Are you still able to connect with NetExchange, or are you receiving a specific error when trying? Please let us know!
Hello @Coach Jon
The two accounts did not completely disappear, but when I was attempting to update the values (NetXInvestor requires MFA every time), there would be no value change. Then Simplifi was giving an error code and suggested to reset the connection with NetExchange. When I attempted to reset the connection, the only account that would show from NetXInvestor was an account that has been at $0 for over two years, not the other two active accounts. I then attempted to move the active accounts to a manual account status and then relinking the connection completely. Still when I try to link the accounts, the only one pulling through is the zeroed out account. I did go on NetXInvestor directly and can still see all of the accounts.
The Equity Growth TOD and the Roth IRA were the two accounts that were previously linked through NetXInvestor.
When attempting to reset the connection, the only account that appears from NetXInvestor is the account that has been closed and at a $0 for the past couple of years.
Thanks for the reply! I am not sure why the two accounts would not be showing up when connecting in Quicken Simplifi. Have these accounts undergone any changes recently? Let's have you try the following these steps to see if they help resolve the issue:
If these steps do not work, please provide the following information:
Hello @Coach Jon ,
Please see the responses to your inquiry below:
Let's have you try the following these steps to see if they help resolve the issue:
I tried doing this in the pictures above earlier, and just retried again. Still the only account pulling through is the account with a $0 balance.
Thank you for the requested information! It looks like we will still need the names of the accounts, as they appear on the bank's website. Can you provide those?
Additionally, please also submit your logs via the 'Send Feedback' option:
The accounts just appear as the account numbers on the NetXInvestor page. There are no additional nicknames for the accounts there. I also would prefer not share that information for obvious reasons.
I just submitted the Send Feedback per your request and included a link to our conversation here because there was a character limit to the feedback tool.
Thank you for the logs! Are the account numbers masked in any way? Does it show the last 4 or the full account numbers? If it is masked in some way, that should be fine to send. You can DM me this information if you prefer for privacy purposes.
It is not masked on the NetXInvestor website and shows the full account number.
Thanks for letting us know. In this case, I think just including the last 4 of the account numbers should be fine. We do not need the full account numbers, and I wouldn't want to ask for them anyway, as I understand your concerns. You can DM me this information for privacy purposes.
@Coach Jon
I just sent you a direct message with the last 4 of the account numbers.
Thank you for the requested information! I did get this escalated with our service provider and will follow up here with any updates as we receive them.
In the meantime, you can 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:
EWC-12425103
I am having the exact same problem. I have a number of accounts at netxinvestor and none of them can connect anymore. However an old closed account shows up in the connection. Nothing has changed that I'm aware of with my active accounts. It just can't find them anymore.
@greiland, thanks for joining the discussion!
It looks like the escalation for this issue hasn't come back yet. Let's wait to see what our service provider has to say there, which will help us know how to proceed with any additional cases. Please be sure to chime back in here after the next update is posted!
I’m having almost exactly the same problems. I can connect to NetX Investor, but only one of my six accounts appears in Simplifi (and it’s the one I care about the least.) I’ve moved everything to manual accounts and try to reconnect every couple of days with no luck. All accounts are very active and no changes have been made to the names. Started a a couple of weeks ago.
@abray712, your escalation came back, and they'd like you to give the connection another try. If the issue is still occurring, we now have an Alert that can be followed for updates:
For all other users posting here, please also follow the Alert for updates. Thank you!
The only account showing is still just the closed one.
@Coach Natalie
Same for me. Only 1 old closed account is showing up. None of my active accounts are listed. Issue still not fixed.
Hello everyone,
Please follow our Alert for updates as this issue is being worked on:
Thank you!
We received an update on this issue, and it sounds like a potential fix was implemented. Can you all give the connection another try and let us know how it goes, please?
Thanks!
Appears to be partially fixed. Now all my accounts show up and the balances look correct on the accounts listing in Simplifi, but when clicking on an account, the balance shows zero and there are no holdings listed.
Thank you for testing! I'm glad to hear you were able to connect your accounts.
For the issue with missing holdings/transactions, we have a dedicated thread here:
