Simplifi won't add all accounts

Mortimer Duke
Mortimer Duke Member ✭✭
edited February 15 in Adding and Updating Accounts

I have several accounts at Fidelity Investments that include, retirement, investment, health savings and employee compensation.

When I add Fidelity accounts through Simplifi, the Fidelity interface displays and I'm able to select all of the accounts. However, after indicating that it successfully added the selected accounts, one account remains missing and hasn't been added despite everything I've tried, including deleting and readding the entire institution.

Has anyone else experienced anything similar? If so, has anyone identified a solution?

Thanks for any helpful input.

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Answers

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Mortimer Duke,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information:

    1. Is it always the same account that you can't add?
      1. If it is always the same account, what type of account is it (HSA, brokerage, 401k, etc.)?
    2. Do all of the accounts connect using the same login credentials?
    3. Are you the primary account holder for the problem account?
    4. Are there recent transactions in the problem account?

    I look forward to your response!

    -Coach Kristina

  • Mortimer Duke
    Mortimer Duke Member ✭✭

    It's always the same account. It's an account for a form of long-term compensation - similar to other accounts that Simplifi recognizes just fine.

    Yes, all accounts are accessed through a single login.

    Yes, I am the primary/only account owner.

    The only transaction is the creation and funding of the account whose contents vest and distribute in the future.

    Thank you.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your reply,

    To clarify, is the problem account a RSU account?

    -Coach Kristina

  • Mortimer Duke
    Mortimer Duke Member ✭✭

    Functionally, yes. Though the compensation to vest is cash rather than stock shares.

    Thank you.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your response,

    To help troubleshoot the issue, please provide more information:

    1. Are you routed to a different URL or website when you try to open the missing account on the financial institution's website?
    2. What is the account type and nickname as it appears on the financial institution's website?
      1. How many accounts you have have with this financial institution?
    3. Is the missing account a subtype of another type of account, like an investment account?
    4. Did the financial institution recently make any changes to their website?

    Thank you!

    -Coach Kristina

  • Mortimer Duke
    Mortimer Duke Member ✭✭
    1. Nope. It's accessible like any other.
    2. There's no nickname per se, but as RSU accounts are listed as Restricted Stock Units and Restricted Stock Awards, and a third account that Simplifi fully recognizes is listed as Performance Awards, the account in question is listed as Performance Cash.
    3. No subtypes are involved.
    4. Not that I'm aware of. The account in question has existed for almost 2 years.

    Thank you.

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