Help with Valic/AIG/Corebridge
The url above brings up 3 small accounts with AIG Valic. If I click on: Tax Sheltered 403(b) Which Simplifi calls Retirement - EMPLOYEE DEFERRALS the url changes to the following:
If I click on : Individual Retirement Accounts Which Simplifi Calls: Retirement - IRA the url changes to the following: If I click on Individual Annuity - AMP7LE75 Which Simplifi calls: Brokerage - Individual Annuity I am told I must login to my Corebridge account:
When I switched to Simplifi all three accounts connected until they had a security breech. After several months I got reconnected. They have been working off and on with much pain and effort until Corebridge made another change. Now I can only connect to the IRA account and support tells me the other two accounts are not supported.
First question: Is support correct or will the problem be fixed such that I can link to the three accounts I see when logging to the first url in this post.
Second question: After Simplifi update for investments I could see gains using the Balance tab. I would like to keep the manual accounts updated once a month. The Individual Annuity was showing 0 and I added holding of cash for the amount showing on the Valic/AIG/Corebridge page and the Balance tab is working. Can I do the same thing next month and run the account manually if I can no longer connect?
Comments
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Hello @N4KHQ,
Thanks for reaching out! I don't personally see anything that states Valic/Corebridge in unsupported at this time, but that does not mean it is not. To better assist us in verifying this, can you let us know the following information?
- Has there been activity in the account within the last 90 days?
- We may not find the account if there has not been any recent activity.
- Are you routed to a different URL or website when they try to open the missing account on the bank's website?
- These are typically referred to as external accounts.
- What is the account type and nickname as it appears on the bank's website?
- How many accounts do you have with this bank?
- Is the missing account a subtype of another type of account, like an investment account?
- Did the bank make any changes to its website recently? What changes?
-Coach Jon
0 - Has there been activity in the account within the last 90 days?
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Has there been activity in the account within the last 90 days?
YesAre you routed to a different URL or website when they try to open the missing account on the bank's website?Yes I gave you the urls in the in the questions. They are not external accounts in that I did not linked the accounts to AIG, The were all Valic - accounts before the sale to AIG and then Corebridge.
What is the account type and nickname as it appears on the bank's website?
Tax Sheltered 403(b) Which Simplifi calls Retirement - EMPLOYEE DEFERRALS
Individual Retirement Accounts Which Simplifi Calls: Retirement - IRA
Individual Annuity - AMP7LE75 Which Simplifi calls: Brokerage - Individual Annuity
Is the missing account a subtype of another type of account, like an investment account?
NODid the bank make any changes to its website recently? What changes?
Yes they changed to look
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Hello @N4KHQ,
Thanks for the information! Additionally, may we have a screenshot of the account summary page on the bank's website? As well as a screenshot of the Add Account window showing that the account is missing.
We will also need logs as well:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Jon
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Screen Shot
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when do you want the log do you have a url to send it? I assume you want me to Try to load the accounts before I send the log
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Report sent. Support shared my screen and we tried for almost 60 to make it work
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Hello @N4KHQ,
Thanks for the reply and the screenshot. Generally, you will want to stick to either the community or chat/phone for support, as information can be lost trying to go through both at the same time. You mentioned you screen-shared. Was that interaction today, or yesterday? Was your issue escalated at all?
-Coach Jon
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Yesterday
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I have had the connection problem with AIG every month for about a year. Coach Jon fixed it one time. I was able to fix it a few times, and phone support fixed it a several times. The same fix never seemed to work twice and a few times multiple tries of the same thing worked. Support was going to escalate and was gathering information but decided I was being routed to a different URL or site that was not supported. I listed the different URLs in my first post because the accounts had been working in the past and the URLs have not changed. I was hopping it was just redirection and Corebridge change or update might be corrected by Simplifi programers. I also asked a question about managing the account manually.
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It found another IRA account. Of the 3 accounts, I don't really care about the 2 IRA accounts found. The Individual annuity account I care about is still not showing. Thanks for the minor improvement
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If you send me to send another log, let me know Thanks
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@N4KHQ, can you try adding the missing account again, please?
Let us know how it goes!
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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Yes it worked this time. After reconnecting if found all 3 accounts. You guys beat the support line.
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@N4KHQ, nice! Glad to hear everything is working for you.
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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