Osaic and Equipt
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Sorry to hear that. Still working for me.
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The "Woodbury Financial Services - Client" solution worked for me…..
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I'm in! The critical thing is to not search under "Osaic," but to search specifically for Woodbury and use the "client" portal. THANK YOU!
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Quit working now, none of the Osaic options work in Simplifi. Wonder how much time I will waste again trying to get a fix. Only took me like 2 years last time and the fix worked for about a month. Great
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Is yours still working? Mine quit working the last few days
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Is yours still working? Mine quit working the last few days
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Unfortunately, the Woodbury workaround stopped working for me as well.
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I was contacted by Quicken support and after much going back and forth, they implemented a fix and I currently have this working again, hopefully for the long term this time.
If you are having this issue, try adding a new account under "Woodbury Financial Services - Client", not Osaic. You have to search for this by name, the 3 institutions listed under "Osaic" do not work for me still. Hopefully this helps others having this problem.
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