US Bank Investments (US Bancorp Advisors)

sidewalkboots
sidewalkboots Member ✭✭

Recently US Bank's investment arm transitioned both their financial back-end to US Bancorp Advisors and completely redid their web platform. Is it possible to re-visit fixing the connection to US Bank investment accounts? (https://community.simplifimoney.com/discussion/9419/cant-add-u-s-bancorp-investments-accounts-edited)

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @sidewalkboots, thanks for posting your inquiry to the Community!

    It looks like the result of the thread you shared is that U.S. Bank wasn't willing to commit the time to allow support for investment accounts:

    With that, I would recommend contacting them directly to raise your request on their end.

    Sorry for not having better news, but I hope this helps get you pointed in the right direction!

    -Coach Natalie

  • sidewalkboots
    sidewalkboots Member ✭✭

    Yes, I had seen that. Since they have a new platform, is it possible to revisit this, as this last was determined more than a year ago? I can of course contact US Bank support but your team will have a more direct contact.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited April 13

    @sidewalkboots, thanks for the reply!

    You’re welcome to reach out to our Chat/Phone Support team to see if they can provide any additional details. That said, the most recent response shared here in the Community reflects the guidance we recommend following at this time from a Community standpoint.

    https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    -Coach Natalie