Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

Hello @mm18,

Thanks for reaching out! I am sorry to hear about the connection trouble you are experiencing with Ohio Deferred Compensation. Have you ever been able to add an account with this bank before? Has there been any activity in the account you are trying to add in the past 90 days?

I would also have you verify if you have any accounts that show as connected for this bank within Quicken Simplifi in Settings > Accounts. Let us know!

Hello @kevinrickert,

Thank you for chiming in as well. Since you have successfully connected this account before, I would see if the following steps work to resolve the issue:

• Make all of the accounts with the bank manual by following the steps here.
• Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
• If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know!

Thank you for your reply,

To continue troubleshooting this issue, please answer the following questions:

1. Has there been activity in the account within the last 90 days?
2. Are you routed to a different URL or website when you try to open the missing account on the bank's website?
3. What is the account type and nickname as it appears on the bank's website?
   1. How many accounts do you have with this bank?
4. Is the missing account a subtype of another type of account, like an investment account?
5. Did your bank make any recent changes to their website?

Please also provide a screenshot of the account summary page on your bank's website. It will need to show the full URL and the problem account. Please make sure to redact any personal information. If you're not comfortable posting the screenshot in this discussion, it's okay to send it via DM.

To help us further investigate, please also send logs. You can do this by following these steps:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Thank you!

Hello @kevinrickert,

Thanks for the requested information. For question two, what we mean is if the URL/website changes to another when selecting the account itself within the bank's website. As for the screenshot we requested for the account summary page, this is something we will need in order to continue troubleshooting. If you prefer, you can send it to me via DM to keep things private. Let us know!

Hello @kevinrickert,

We can certainly understand the need for security when it comes to your accounts. Which is why we suggest redacting any private information when sending the account summary screenshot. It just needs to be a wide enough scope to show the full page URL, and typically is the landing page after signing in. You are free to redact any private information, such as account numbers. Let us know if that can be sent!

Hello @kevinrickert,

Thank you for the requested screenshot! Were you ever able to verify if you could see any accounts that show as connected for this bank within Quicken Simplifi in Settings > Accounts? Let us know!

Thank you for your reply,

@Coach Jon is trying to confirm if Quicken Simplifi thinks any accounts are connected.

To check this, navigate to Settings, then choose Accounts. Is the financial institution listed? If it is, are there any accounts showing there? If there are no accounts showing with that financial institution, it would be near the bottom of the account list, and would look similar to this sample image.

I hope this helps!

Hello @kevinrickert,

Thanks for the information. I have reported this to our service provider and will follow up when we receive any further status updates here.

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

EWC - 12210588