Portfolio Market value is more than double the real amount

mackyo123

Some of the number of shares in the Portfolio are crazy. It says I own 6000 shares of UNP. 1400 shares of WDAY. I would love to actually own this much but I don't.

Mack

Coach Natalie

@mackyo123, thanks for posting to the Community regarding this issue!

Please provide more info so we can get a clearer picture of what's going on, such as:

• Is the account manual or is it connected to the bank?
• If the latter, what bank is it?
• Is the balance for the account correct in the Accounts List (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App)?

We look forward to your reply!

-Coach Natalie

mackyo123

Connected to LPL Financial

"Balances" is right

"Portfolio" is wrong .. double the amount in Balances

Accounts is right

Coach Natalie

@mackyo123, thanks for providing additional details!

Since it sounds like this issue will most likely require an escalation, I'd suggest contacting our Support Team directly for more advanced assistance. They can walk you through any required troubleshooting, as well as gather the necessary data for an escalation.

https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

Feel free to post back here with anything you learn in case it helps other users!

-Coach Natalie