NetX Exchange (NETXInvestor.com) stopped working/missing accounts (edited)

Hello @Coach Jon

The two accounts did not completely disappear, but when I was attempting to update the values (NetXInvestor requires MFA every time), there would be no value change. Then Simplifi was giving an error code and suggested to reset the connection with NetExchange. When I attempted to reset the connection, the only account that would show from NetXInvestor was an account that has been at $0 for over two years, not the other two active accounts. I then attempted to move the active accounts to a manual account status and then relinking the connection completely. Still when I try to link the accounts, the only one pulling through is the zeroed out account. I did go on NetXInvestor directly and can still see all of the accounts.

When attempting to reset the connection, the only account that appears from NetXInvestor is the account that has been closed and at a $0 for the past couple of years.

Hello @Coach Jon ,

Please see the responses to your inquiry below:

Let's have you try the following these steps to see if they help 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.

I tried doing this in the pictures above earlier, and just retried again. Still the only account pulling through is the account with a $0 balance.

If these steps do not work, please provide the following information:

• Has there been any activity in the accounts in the last 90 days?
  • Yes there has been activity in the last 90 days as I add funds on a monthly basis to the accounts.
• Are the accounts considered external accounts (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
  • They are not considered external accounts
• Are the accounts a subtype of a different account?
  • Each account is it's own stand alone account type and not a subtype of a different account.
• Has the bank made any recent changes to its website or sign-in process?
  • There have been no changes to the login process
• Are you the owner of the accounts?
  • Yes I am the owner of the accounts.
• The name of the accounts, as it appears on the bank's website.
  • I did previously have nicknames on the site for the accounts, and changed that the other day thinking it could help since the $0 balance account did not have a nickname. The same error continued to happen.
• If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
  • Equity Growth TOD - Brokerage
  • Roth IRA - Roth IRA
• A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

Hello @Coach Jon

The accounts just appear as the account numbers on the NetXInvestor page. There are no additional nicknames for the accounts there. I also would prefer not share that information for obvious reasons.

I just submitted the Send Feedback per your request and included a link to our conversation here because there was a character limit to the feedback tool.

Hello @Coach Jon

It is not masked on the NetXInvestor website and shows the full account number.

@Coach Jon

I just sent you a direct message with the last 4 of the account numbers.