Kraken not tracking stocks holding correctly

Hello @tjipz,

Thanks for reaching out! I can see that the ticket you originally escalated for this issue with our support team was closed. Let's have you try the following steps to see if they work in resolving 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.

If those steps do not work, I would see if trying to connect to our other Kraken instance available in Quicken Simplifi works to bring the correct share prices.

Let us know how this goes!

Hello @tjipz,

Thanks for the reply! Did you try the steps I provided above in regard to making the account manual and relinking? If that didn't work in resolving the issue, I would have you try the second instance I provided above as well. Let us know!

Hello @tjipz,

Thank you for confirming. Can you please supply the following information so that we can look at the next steps for this issue? You may feel free to send this to me via DM if you prefer.

• The name of the account, as it appears in Quicken Simplifi.
• The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
• The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
• The balance for the account as it is displayed on the bank's website.
• A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
• A screenshot of the holdings on the bank's website for comparison.
• 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.

We will also need logs to be sent:

1. Log in to 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.

Hello @tjipz,

Thanks for the information! I have reported this issue to my team and will provide status updates here going forward.

In the meantime, you can track the account manually by making the account manual so you can add and edit Holdings: How to Make an Account 'Manual' | Quicken Simplifi Help Center

And then adding/editing your Holdings to keep accurate records: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center

CTP-16278