They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
Welcome, @mbtins! I believe we have this already on our list, but just to be sure, can you confirm the URL you use to access your accounts? Thanks!
@Coach Nicole said: Welcome, @mbtins! I believe we have this already on our list, but just to be sure, can you confirm the URL you use to access your accounts? Thanks!
The browser based URL is www.yourbenefitsresources.com/cummins (cummins is the employer) . It will then redirect to an internal alight url.
Gotcha. I'll get it added just in case it is different from the current one on our list. Thanks for confirming!
Alight Solutions provides HR services for organizations. Mint is able to connect and pull in 401K information as an investment account.
@NateK Thank you for your comment. One of my 401k plans is also handled by Alight Solutions, but I can only access the account through the employer's HR/benefits website. When I went to Alight's own site, https://alight.com/, I was immediately redirected to a search page: Find Your HR Website Is there an Alight Solutions URL you normally use to connect to your plan?
It took a little while to figure out how to connect it. These are the instructions Alight provided on their site
Follow the instructions in Quicken and Mint to set up and activate online account services for your savings plan account. Here's the information you'll need:
When you activate online account services through Quicken or Mint, you'll be prompted for a customer ID and PIN:
Customer ID - Enter your user ID, enter a hyphen, and then enter P9999 (this is your company ID). For example, if your user ID were DoctorClark, your customer ID would look like this: DoctorClark-P9999.PIN - Enter the same password or PIN that you use to log on to this site.
So i first has to create a username and password since i was previously entering through my company's intranet site using a single sign on (Sso). Once i had that, i had to figure out what my company ID was. This was not provided anywhere on the alight website. Thanks to reddit, i was able to find the Company ID by going to the Alight website, searching for my company to go to my company's Alight site. From there i hit 'Ctrl + U' to view the page source and searched for the phrase "Client ID" (clientId":"1234x was the result). So i had my username-company Id combo natekxxxxx-1234x and password so that was all i needed to connect.
@NateK Thanks! I've submitted a request to add Alight Solutions, using the login method you described, to our list of supported financial institutions. We'll post a notification in this topic and in our Product Updates discussion, when we are able to add it.
I also came here to report this missing. Usually in Mint or Personal Capital and the like, it's under 'Hewitt' 401(k) - it's my employers 401(k) which is Morgan Stanley. Also in Quicken it's there under Hewitt.
I know investments are not the primary focus of Simplifi but this is a huge part of my net worth, so always reassuring to see it!
Otherwise loving Simplifi so far!
@Wooloomooloo2 Thank you for reporting this. We're aware that 401k accounts managed by Alight require some extra verification, and we're currently working to make this easier for our users. We are also developing a more full-functioned Investments module that we hope to roll out in the near future which should help with a number of these issues.
And we're delighted that you're enjoying using Simplifi! We're doing our best to make it a versatile t tool that takes the worry out of money management!
I too have a 401K account at Alight Solutions. I'm very much looking forward to this connection. Thanks!
Any update on being able to connect to Alight?
@jl4usc@gmail.com It's still being worked on to be added into Simplifi.
@jl4usc@gmail.com No updates at this time.
No ETA at this time.
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
Hi @jl4usc -- we are still working to get this added. Sadly, we don't have an ETA, but we'll keep you posted as soon as we have more information.
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!
