Osaic and Equipt
Osaic. I am trying to connect my Simplify account to Osaic. The log-in URL is "https://app.osaic.com/equipt/" I do see other institutions with "osaic" called out in the account search, but not the one associated with equipt.
Can you enable this connection?
Comments
-
I am also having this issue. The accounts listed are not Equipt
2 -
Hi @Coach Jon I did try the instances above. None of them work to link to my account.
1 -
None of the provided options are Equipt, so they do not connect
1 -
nI can't tell, but if this is about: the I totally agree. Please add this!
3 -
100% agree. I've worked with the online helper "Coach Jon" numerous times on this over the last month and still haven't seen it added. I put in a request every day to get it added. @Coach Jon and team, please work through this one!
3 -
Same issue for me. I've tried all of the above suggestions to no avail.
1 -
Hello @Coach Jon
I see this has not yet been resolved with several customers making this inquiry to add Osaic eQuipt. None of the options currently shown directs people to the site below to link Osaic eQuipt. Can you please resolve this for us? Thank you.
https://app.osaic.com/equipt/login
3 -
Hello @Chilly,
This post is a financial institution request. This means users may vote for and follow this post if they wish to have this bank added to Quicken Simplifi. That does not necessarily mean that the bank will be added, but we will be sure to update this post if we receive more information on the status or if it will be added in the future.
I hope this makes sense.
-Coach Jon
2 -
Hi everyone, please click on the tiny vote button at the top of this thread.
2 -
Thank you @JimY67 for showing me how to click the vote button. I have voted. @Coach Jon, I will need to cancel my Quicken Simplifi account if this cannot be resolved as linking this account is needed for me to use your software.
2 -
Hello @Chilly,
Thanks for the reply. As stated previously, this post is a financial institution request. Which means it can be voted for and followed for updates, but it does not guarantee that it will 100% be added. We of course will update this post if it will be/if we receive any information regarding this financial institution.
Thank you for your patience!
-Coach Jon
1 -
Please add eQuipt to the list of accounts to select from:
https://app.osaic.com/equipt/loginThank you
3 -
Please add osaic equipt to the list of financial institutions
2 -
How many folks need to upvote this for it to become a thing? My father is currently unable to connect due to this missing link, and between issues here and other different issues with connecting to nationwide its causing frustration.
2 -
Please add to Quicken Simplifi
https://app.osaic.com/equipt/
1 -
Voting yes please!!!!
2 -
This process is taking way too long. I will not renew if this does not get resolved soon.
2 -
Same problem for me. This is a Quicken issue. The Osaic link on my free Credit Karma does work. I purchased Quicken to get a better handle on my category selection and customization. My investment links are critical as that plays a role on retirement planning. When will the link begin to work? Also having problems with my Prudential Annuity link.
1 -
Hello Quicken support team,
Are there any updates on this?
1 -
Hello @phamby,
There is no update at this time for this request. We will be sure to update this post if we receive more information on the status or if it will be added in the future. Just remember that this does not necessarily mean that the bank will be added.
I hope this makes sense.
-Coach Jon
1
