Corebridge Financial not pulling holdings info
At some point simplifi stopped pulling in my holdings information. It pulls in the account balance but no details. Which means I can't track with my investments. Is there a fix for this?
Comments
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Hello @Mankow,
Thank you for letting us know you're seeing this issue. To clarify, is this a manual account that stopped updating holdings information, or is this account connected for downloads from the financial institution? Do you recall roughly when the holdings information stopped updating? Were there any changes to the securities or the tickers associated with them?
I look forward to your reply!
-Coach Kristina
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Account is connected. It only displays the account value and updates. But no holdings or transactions are being pulled.
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No changes I'm aware of
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Thank you for your reply,
To clarify, are you using the AIG Retirement - My Streetscape connection? Is it the 457 account whose holdings stopped updating? Or is this the account you weren't able to add earlier, the 403 account you contacted us about in March (Ticket # 11631792)? Are you seeing any error messages/codes when you try to update your account?
Thank you!
-Coach Kristina
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Yes AIG, yes it's both 457 and 403 from the previous ticket. That ticket was that it wouldn't connect. Now it's connecting but It's pulling in only the balance and updating it daily but there's no holdings information. There's no error.
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Hello @Mankow,
Thanks for the information. Can you provide a screenshot showing the account register and portfolio with the missing transactions/holdings within Quicken Simplifi? I will also have you try resetting your account connection so we can verify if this resolves the issue.
-Coach Jon
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Jon
First thing I did was reset. I've reset my accounts so much on here and lost so must history it's becoming almost comical (if I wasn't paying for this service)...
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Where can I submit this - not going to post a screenshot of my account publicly.
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Sent but no follow up (yet)
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Yes it is
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They are NOT appearing in the mobile app
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Hello @Mankow,
Thank you for the information. Can you please provide logs to help us investigate this issue?
- 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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Ok I am away from my computer now but will do it later
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@Coach Jon this is done.
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Also missing transactions.
Still waiting on resolution
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Thank you for the update,
If you haven't already done so via DM, please provide the screenshot that Coach Jon requested in his earlier post:
Thank you!
-Coach Kristina
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Sent to @Coach Jon
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Hello @Mankow,
Thanks for the additional screenshots. If you can please provide the below information so that we may further investigate why this issue is occurring, that would be helpful:
- The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
- The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
- A screenshot of the example transactions from the bank's website.
- Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings on the bank's website.
Feel free to directly message me this information if you prefer!
-Coach Jon
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The transactions aren't the problem. The holdings are what's missing ie the funds, shares, values. The total account balance is accurate and updates.
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I misspoke in a previous message, the transactions are fine. Just the holdings (which was what started the this thread).
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Hello @Mankow,
Thanks for the clarification. If you can please provide this information, then we can get this looked at:
- The name of the account the holdings are missing from, as it appears in Quicken Simplifi.
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings on the bank's website.
Feel free to directly message me this information if you prefer!
-Coach Jon
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@Coach Jon information sent directly. There's a delay because I'm not receiving notifications of a message...
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Hello @Mankow,
Thanks for the requested information! Here is a great support post that shows how to enable community notifications, in case they aren't currently enabled.
Additionally, one last thing I want you to try is to make both accounts that have the issue 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. I know you stated that you had reset your accounts before, but we want to try this way to determine if this can bring your holdings in. Let us know!
-Coach Jon
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It didn't give me an option to link. It added new and same issue with not showing the holdings...
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Ok I did it on my desktop and was able to link but that did not work. No holdings information.
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