Ally Investments not showing full account value

Mike2023

Ever since April 23rd, when you sync from an Ally Investments account it's not showing the full account value, only the securities values, so if you have cash in the account (returned by dividends or just sitting in there) it does not pull this properly.

Coach Jon

Hello @Mike2023,

Thanks for reaching out! I would suggest trying to Reset your Account Connection, and seeing if the fixes the issue. The instructions to do this can be found here: https://help.simplifimoney.com/en/articles/4857199-how-to-reset-your-account-connections

Let us know!

-Coach Jon

Mike2023

Hi,

I did try that with support, but it didn't make any difference, after re-entering credentials and re-linking it still only pulls "Total Securities" value instead of the "Account Value". Almost like Ally changed their site and Quicken is looking at wrong value now all I can assume.

Mike

Coach Jon

Hello @Mike2023,

Thanks for the reply! I would have you try to make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

Thanks,

Coach Jon