Savings accounts show up, but can't connect CD accounts (M&T Bank)

System
System Administrator admin
edited October 15 in Adding and Updating Accounts

This discussion was created from comments split from:

M & T still not connecting - FDP-103 (edited).

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  • doramay
    doramay Member ✭

    I have another issue you may be able to help me with. In another bank account (not the one in the previous question), my savings show up, but my CDs don't. I have tried reconnecting. That did not help. I added them manually, but when I try to link them to the same institution as the savings, it says I have already added all accounts. Suggestions?

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @doramay,

    Thank you for letting us know you're seeing another issue. I separated this into it's own discussion, since it's a separate topic. To help troubleshoot, please let us know which financial institution the problem CD accounts are with. Please also include a screenshot of the already added all accounts message you see when you try to link the accounts.

    I look forward to your response!

    -Coach Kristina

  • doramay
    doramay Member ✭

    Thanks.

    I am reluctant to disclose this on a public site. Is there any way to contact you privately?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @doramay, thanks for the reply!

    To keep information private here in the Community, you can send it via DM; however, the main discussion will take place here in this thread. If you're concerned about privacy posting in a public forum, I would recommend contacting our Chat/Phone Support Team instead for a private support experience: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    I hope this helps!

    -Coach Natalie

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