Please Add: Navy Federal Credit Union Digital Investor

HTR
HTR Member ✭
edited December 12 in Adding and Updating Accounts

All other NFCU accounts connect, but there does not appear to be a way to add Digital Investor accounts even though the logins are the same.

Tagged:

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @HTR,

    Thanks for reaching out! We converted your financial institution request into a discussion, as we will want to clarify a few things first. Can you let us know what URL you use when signing into the bank's website? Is it the same as the one for Navy Federal Credit Union that we have here in Quicken Simplifi already?

    image.png

    If so, what happens when you try connecting through this instance? Do your Digital Investor accounts not show up at all to add to Quicken Simplifi when trying to add the accounts in question? Let us know!

    -Coach Jon

  • HTR
    HTR Member ✭

    Hi. Thanks for looking into this. The URL for Digital Investor is https://digitalinvestor.navyfederal.org/login
    You can also get to it from inside the URL you are showing - navyfederal.org - after logging in.
    The investment accounts do NOT show up when you are asked to select accounts to use in Simplifi. All other accounts do.
    Hope this helps.

  • Coach Jon
    Coach Jon Moderator admin
    edited December 12

    Hello @HTR,

    Thanks for the reply! Can you please provide the following information to better assist us?

    • Has there been any activity in the account in the last 90 days?
    • Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
    • Is the account a subtype of a different account?
    • 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, the name of the account as it appears in Quicken Simplifi.
    • A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
    • A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

    -Coach Jon

Categories