Wealthsimple returning 0$ accounts with simplifi

SROBERTS
SROBERTS Member
edited 12:03AM in Adding and Updating Accounts

Hello, does anyone have issue with Wealthsimple? All my accounts are returning 0$… It was working 2 weeks ago.. Everything started to fail after i deleted an account and tried to add the account back.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @SROBERTS,

    Thanks for reaching out! 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!

    -Coach Jon

  • SROBERTS
    SROBERTS Member

    Hello, i just found why.. with Wealthsimple, we see two options when we add accounts:

    • Canadian Shareowner - Now Wealthsimple
    • Wealthsimple

    When using Wealthsimple, i was seeing my old accounts. With the second option (Canadian Shareowner), all my open accounts are there.

    So now i see my accounts correctly

  • Coach Jon
    Coach Jon Moderator admin

    Hello @SROBERTS,

    Thanks for letting us know! Glad you were able to figure things out and resolve the issue.

    -Coach Jon

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