Can't add Vestwell 401k account after migrating from Guideline (edited)

dabao01810

I had my 401k in Guideline before it got moved to Vestwell. Previously Guideline supported Quicken Simplifi integration. It seems that Vestwell does not have backwards compatibility for this and there is no way to add my migrated Vestwell account to my Quicken Simplifi. This has been very frustrating to workaround manually. When will Quicken integration be supported for Vestwell 401ks?

I reached out to Vestwell support and their product team gave a non-answer.

Coach Aldair

Hi @dabao01810,

Thanks for sharing your experience! I’m sorry for the frustration this has caused, especially after migrating your 401(k) from Guideline to Vestwell.

We already have an active request to add Vestwell 401(k) as a supported financial institution. You can find it here:

https://community.simplifimoney.com/discussion/16346/request-to-add-vestwell-401k-edited

Please feel free to join the existing discussion to add your feedback and show your support for this request. While we can’t provide a timeline for when this integration may become available, we appreciate your patience and feedback!

Thanks!