AIG - Valic- Corebridge is Still not Working or Resolved as stated

N4KHQ

I could not comment of the post but AIG, Valic is still showing only on 1 of my 4 accounts. I deleted the account and re-added the AIG account. It has been showing the one account for several months. Nothing has changed for me.

Coach Jon

Hello @N4KHQ,

Thanks for following up. To help us understand your situation better, is the account you are referring to currently connected in Quicken Simplifi? And when you try connecting, in the link account window, is that where the 1 account is showing as opposed to all 4 accounts?

Thanks,

Coach Jon

N4KHQ

I have 4 accounts with AIG, Several months ago someone said they were working on the problem and to try and connect. I had deleted the 4 account by deleting AIG trying to fix the error 176. I went to accounts, added AIG, Signed in and it found one account. I have done this several times over the past few months. When I saw the Resolved post, I deleted the 1 account showing and tried to add AIG back. Same results, just one account showed up.

Coach Jon

Hello @N4KHQ,

Thanks for the reply. When I checked on my side, I am not seeing any type of error for you with AIG when you connect. Are you rerouted to a different website/URL when connecting? Additionally, what type of accounts are not coming over (Checking, Savings, Investment, etc.)?

Thanks,

Coach Jon

N4KHQ

I only have 3 accounts now.

Tax Sheltered 403(b)

Individual Retirement Accounts

Individual Annuity - AMP7LE75

I have surrendered one of the 4 account. The Tax Sheltered 403 (b) is the one showing up and seems to be working. The app does not find Individual Retirement Accounts, or Individual Annuity - Amp&LE75

Coach Jon

Hello @N4KHQ,

Thank you for the information. Are you rerouted to a different website/URL when connecting? And are those two accounts that are not showing up Investment accounts?

Thanks,

Coach Jon

N4KHQ

If I add the account in Simplifi, I search for AGI. If I login I use https://myaccount.valic.com/auth/public/login which takes me to MY.Valic and all 3 accounts show. The tax sheltered 403 that Simplifi finds and the IRA are investments I think. The individual Annuity is an Annuity and If I click it, I am told I have to login to Corebridge Financial for more information. https://portal.annuities.corebridgefinancial.com/annuities is where I find a little information about the Individual Annuity - AMP7LE75 account. Valic, AIG, Corebridge sites, all say CoreBridge in their header.

N4KHQ

Look like the one account found the attempting to connect id a brokerage account.

Coach Jon

Hello @N4KHQ,

Thanks for the reply. I'm sorry, I did not understand your last reply. Did you mean that you were you able to connect another of the 3 accounts you mentioned? If so, which account is remaining to be added?

Thanks,

Coach Jon

N4KHQ

No I only have 3 accounts now and only one account is found and added to Simplifi

Coach Jon

Hello @N4KHQ,

Thanks for the information. I have seen this issue happen in the past and it turned out that for some reason the accounts that would not come over were not set up for third-party sharing on the bank website. Have you tried reaching out to your financial institution to verify if the two accounts that are not coming over are set up for third-party sharing?

Thanks,

Coach Jon

N4KHQ

Corebridge says the are set up for sharing

Coach Jon

Hello @N4KHQ,

Thanks for the reply. Please provide the information below when you can.

• Has there been any activity in the account in the last 90 days?
• Has the bank made any recent changes to its website or sign-in process?
• Are you the owner of the account?
• The name of the account, as it appears on the bank's website.
• If the issue is occurring on an existing Quicken Simplifi account, list the name of the account as it appears in Quicken Simplifi.
• A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
• A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

Thanks,

Coach Jon

N4KHQ

Activity: The accounts are updated monthly with interest. All that is report is current surrender value or balance. Two IRA have a yearly RMD. One is found and the other is not found. When I login to AIG-Valic now owned by Corebridge, all three accounts show the balance. Corebridge Support says it not on their end but not sure the support person really knew.

Bank changes to Website: Yes, Corebridge had a security breach and Simplify had to re-code the connect after Corebridge made available the new format.

Yes I own the accounts

Existing Quicken: Before Corebridge had the security breach, the accounts work fine. I deleted the Valic account trying to get reconnected. I have tried reset from Simplifi most of the time I delete the Valic account and reload.

I am pretty sure the problem is in the connect code either on Corebridge or Quicken's end

Coach Jon

Hello @N4KHQ,

Thank you for the information! May I also have you submit logs to us? This will help us determine what is going on.

The instructions to do so are below:

1. Log into the Quicken Simplifi Web App.
2.  Select Profile from the left-hand navigation bar.
3.  With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4.  Leave all boxes checked, add a brief description of the issue, and then click Send.

Thanks,

Coach Jon

N4KHQ

Log File sent

Coach Jon

Hello @N4KHQ,

Thanks for the log files! We do still need the screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).

Please let us know when you can get that over to us.

-Coach Jon

N4KHQ

Is this what you need

Coach Jon

Hello @N4KHQ,

Almost, we need the URL at the top of the page to be shown as well.

Thanks,

Coach Jon

N4KHQ

Here is there url I use for login

https://myaccount.valic.com/auth/public/login?ReturnUrl=%2fMyvalic%2f#/

Below is the url for the page above I previously sent showing accounts. Simplifi Finds the account with an AIG Search and finds one of the three accounts shown. The coding of the connect will have to change to fix the problem. Not sure if Corebridge or Quicken will have to fix.

Coach Jon

Hello @N4KHQ,

Thanks for the reply. We will need the screenshot to show both the Account Summary and the URL on the same page if you can, please.

-Coach Jon

N4KHQ

Is this what you need?

Coach Jon

Hello @N4KHQ,

Thanks for that information. We went ahead and escalated this issue for you. We will provide you updates here as we receive them.

Thanks,

Coach Jon

EWC - 11114162

Coach Jon

Hello @N4KHQ,

I am just following up to let you know that our service provider came back stating that the issue should now be resolved. Can you let us know if that is the case on your end?

Thanks,

Coach Jon

N4KHQ

Yes, the service provider fixed it. Thanks