Investment Account displays as $0 when unable to connect

domg1 Member

I have Fidelity for a few investment accounts. I was able to initially connect and get transaction history and a balance for some 401k accounts. Now I am receiving a 105 connection error with Fidelity when trying to update my accounts for the latest balance.

When this connection error occurs, my account balance drops to $0 on the net worth and account dashboard pages. When I go to the account's page I am able to see the last balance that Simplifi had for this account so this seems like a bug to me


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @domg1, thanks for posting!

    According to our help article here, the balance displayed in the Accounts List for an investment account is provided by the bank, and the balance displayed in the Portfolio view is based on the holdings and their current value. Would you mind specifying where exactly you're seeing an issue with the balance, please?

    -Coach Natalie

  • domg1
    domg1 Member

    This seems to have resolved itself as I don't see this issue anymore.

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