Request to add Vestwell 401K (edited)
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an account.
https://connect-b.vestwell.com/
[added login URL]
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@newjackswing4ever, thanks for reaching out!
We can turn this into an official Missing Financial Institution Request, but we would need the URL used to sign in to the bank's website. Our FAQ here goes over in more detail how Missing Financial Institution Requests work:
As for the error received when adding a manual account, I would recommend creating a separate post to troubleshoot that issue:
We look forward to hearing back from you!
-Coach Natalie
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add Vestwell 491k for syncing
Vestwell.com
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The url to sign in is https://connect-b.vestwell.com/.
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@pnarup, thank you for providing the URL!
This has been converted to an official Missing Financial Institution Request. Please note that we can't guarantee whether a requested bank will be added or when this may take place, but we will post here with any news, should it become available.
In the meantime, you can track the account manually in Quicken Simplifi. Our support article here goes over adding manual accounts:
And this article goes over adding manual holdings to investment accounts:
-Coach Natalie
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Are you able to merge duplicate requests into 1 @Coach Natalie? There's another request for the same need with 11 votes (as of now)… I'm hoping this helps increase the priority. Thanks
[Edited - Enabled Link]
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+1 - very annoying that this is the second switch in less than a year from guideline, but it its what it is. right now unable to see this 401k account in simplify
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if it helps, this is another sign in page for Vestwell - I think a lot of folks who had 401k's via Guideline or Accrue have been transitioned to Vestwell, so would appreciate adding it to the list of institutions that can get automated updates in Simplifi. Thanks!
https://signin.vestwell.com/1 -
@Coach Natalie , I wanted to share a quick heads-up in case the Quicken team wonders why requests for Vestwell are spiking. According to this industry market report, roughly 350,000 individual savers from former Guideline/Accrue plans have been transitioned over to Vestwell's platform. Hopefully, knowing the scale of this sudden user influx helps the product managers prioritize adding direct sync support!
In the meantime, as a workaround while we wait for the integration, is there a way to bulk-import investment transactions via CSV that supports specifying the "Transaction Type" (like buy, sell, etc.)? I noticed the standard CSV template doesn't seem to include this field, even though it's required when we add them one-by-one manually. I'd love to know if there's a specific formatting trick for investment CSVs so we don't have to enter entire histories by hand. Thanks!
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