Missing American Funds Individual Investments

Hi @packitout -- I've added this to our requested FI Connection list, and I'll post here with any updates. Thank you!

Hi @packitout -- Our provider confirmed you should be able to add your accounts by selecting the "American Funds - Retirement Web Site" instance in Simplifi's add account process. Can you try adding your account using that instance? If you receive an error, can you provide me with the error message? Thank you!

I can't connect using "American Funds - Retirement Web Site" or any of the other American Funds options. I get the following error when trying to connect.

"We are unable to connect to American Funds - Retirement Web Site at this time."

I've received this error every time I've tried to log on the last several days. I too use "https://www.capitalgroup.com/individual/" to connect to my accounts. That link is working just fine.

Pease help us resolve this issue! Thanks!

Thank you for attempting to connect and confirming the error message. I checked our systems, and the error presenting is indicating we're being blocked. I'll get this escalated, and I'll post any updates on this thread. Thank you!

Hi @jl4usc@gmail.com. Can you please try again to add your American Funds account using the American Funds Retirement Planning Center option in Simplifi? Thank you!

I just tried and got the same error. Unable to connect at this time.

Thanks for trying again! I'll let our team know and follow up with you once I have an update. Thank you!

Any update on this issue?

@jl4usc@gmail.com American Funds is currently blocking us. We are trying to get it resolved as soon as possible but it still may be a bit.

wiilmarlop

Is there an ETA when this connection be made?

@wiilmarlop No ETA at this time.

barryh

This is a deal breaker. Mint.com and PersonalCapital.com support this site, as well as Quicken (though not well as every holding is reported as a new account), and SoFi Relay (just balance and transactions as far as I can tell). I'm just looking for the best place to keep all my account connections working without constant errors, but step one, is simply supporting the site.

Is there an ETA for this connection yet?

No ETA at this time.

perrynmyers

Hi, just wanted to say that I am experiencing this same issue with American Funds individual accounts which I normally access through: https://www.capitalgroup.com/individual/
Will continue to follow the thread for solutions as they are provided.

Is there an ETA for this connection yet?

Hi there -- Sadly, we still don't have an ETA on when we'll be able to get this added. However, our team is actively working to get new financial institutions added. We'll be sure to post here as soon as we have an update! Thanks

Any ETA on this yet? Are we talking days, weeks, months? It would be helpful for me in making my decision of whether or not to stick with this product. Thanks!

Hi @jl4usc -- I completely understand, and I wish that I could provide a better time frame. Sadly, establishing connections with Financial Institutions requires work on behalf of multiple parties, so it takes time. But I want to assure you that our team is actively working on adding new connections. We'll keep you posted on our progress!

Can you please confirm this specific connection is being worked on? This connection was requested 3 months ago. Thanks!

@jl4usc I can confirm that we've requested that our provider work to establish a connection with this bank. However, we don't have any further details. Sadly, establishing a connection with a bank can take time and sometimes we can't make it work. If we are able to establish a connection with this bank, we will notify you immediately!

Just an FYI .... there are currently three connections with American Funds. It's just the one for individual investors that is not established yet.

n2dmlife

Ditto...unable to download my personal AF accounts. Hopefully it's updated soon.

Any update on timing for this connection?

Sadly, we can't provide a timeframe as we don't have one to provide. Our provider is working to establish a connection, but we're unsure if or when this connection will be added. As soon as we have any additional information, we will post here. Thank you!

We've been asking for this connection since January. All of the other major financial software supports this connection (Quicken, Mint, Personal Capital, etc.). Any news?

dolph767

I was just wondering if there is any updates yet? I am also having the same issue as previously mentioned.

Coach Natalie

Hello @dolph767,

Thanks for the inquiry -- I have reached out for an update and will be sure to let you know when I hear back!

-Coach Natalie

wiilmarlop

it's been a year now since this issue has been going on. I don't understand why one of the largest companies like Quicken can not seem to get this to work. Many others similar companies are able too.