Missing American Funds Individual Investments

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packitout
packitout Member

American Funds investments by Capital Group

https://www.capitalgroup.com/individual/

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8 votes

In Review · Last Updated

We are working to establish this connection in Simplifi, however, we cannot guarantee that we'll be able to support a requested bank.

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

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    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!

  • jl4usc
    jl4usc Member
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    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!

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    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!

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    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!

  • jl4usc
    jl4usc Member
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    I just tried and got the same error. Unable to connect at this time.

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    Thanks for trying again! I'll let our team know and follow up with you once I have an update. Thank you!

  • jl4usc
    jl4usc Member
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    Any update on this issue?

  • Coach Paco
    Coach Paco Moderator admin
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    @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
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    Is there an ETA when this connection be made?

  • Coach Paco
    Coach Paco Moderator admin
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    @wiilmarlop No ETA at this time.

  • barryh
    barryh Member ✭✭
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    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.

  • jl4usc
    jl4usc Member
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    Is there an ETA for this connection yet?
  • Coach Paco
    Coach Paco Moderator admin
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    No ETA at this time.

  • perrynmyers
    perrynmyers Member ✭✭✭✭
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    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.

  • jl4usc
    jl4usc Member
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    Is there an ETA for this connection yet?
  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    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 :smiley:

  • jl4usc
    jl4usc Member
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    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!
  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    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!

  • jl4usc
    jl4usc Member
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    Can you please confirm this specific connection is being worked on? This connection was requested 3 months ago. Thanks!
  • Coach Paco
    Coach Paco Moderator admin
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    @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!

  • jl4usc
    jl4usc Member
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    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
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    Ditto...unable to download my personal AF accounts. Hopefully it's updated soon.

  • jl4usc
    jl4usc Member
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    Any update on timing for this connection?
  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
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    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!

  • jl4usc
    jl4usc Member
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    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
    dolph767 Member
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    I was just wondering if there is any updates yet? I am also having the same issue as previously mentioned.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    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! :smile:

    -Coach Natalie
  • wiilmarlop
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    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. 
  • jl4usc
    jl4usc Member
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    Can you please provide an update on this connection? As others have stated, we've been waiting over a year for this connection and all of the other major financial software companies have this connection (including Quicken desktop). Simplifi also has three other American Funds connections, just not this one. Please provide an update for this connection.

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