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Issues connecting to ewealthmanager / AssetMark (edited)

ozz

I was connected in the past but recently got connection errors. I can access the ewealth / AssetMark web site. Quicken either does not send an access code or sends two. Or it connects to the institution but not to the holdings or individual accounts within. Again this is a new issue as I have connected in the recent past. I tried the Quicken chat bot …it was no help …can't find a more direct support other than community…very frustrated…any suggestions… [removed - no soliciting]

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Comments

Coach Jon

Hello @ozz,

Thanks for reaching out! We can certainly help you here in the community if you wish, but if you were looking for more direct support, you can reach out to our phone/chat support teams. Our support article explains how to reach out here: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support#h_ae9ae33e3e

Regarding the connection errors you mentioned, I am not seeing any errors on our end for you with your most recent connection attempts. What error are you receiving?