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Shareholders Services Group, Inc is not showing up as a valid investment company

lhenry

I have an account with SSG that I am currently using for online downloads, but when I try to add a second account with the same company, it says that the company name is not valid. I am typing in the account name exactly the same as my existing account that works with one-step updates. How can I get this account to sync?

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Accepted answers

lhenry

I found the problem! I had set it up as a 401K instead of a Brokerage Account. When I deleted it and set it up as a brokerage account, I was able to select Shareholders Services Group.
Thank you!

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Quicken_Tyka

Hello @lhenry

Thank you for taking the time to visit the Community to post your question, although I apologize that you haven't received a response.

I am having trouble understanding where you are encountering this issue.

When I attempt to add an account with SSG, I do not see a space to enter the account name.

Image: https://us.v-cdn.net/6031128/uploads/editor/mu/a4kn5gaye01n.png

Is there by chance any error code associated with this message? If not, please provide the exact message verbatim so that the Community is better able to assist.

Thank you,
-Quicken Tyka

UKR

To help solve this issue also please provide the following information:

What version, edition level and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to get this information.

What version of Windows or Mac OS are you using?

lhenry

Thank you for your help!

I am on the latest version of Windows 10.
The Quicken version is Year: 2020, Version: R27.42, Build: 27.1.27.42

When I set up the account originally and entered Shareholders Services Group, Quicken said the institution is not found. Now when I try to add the download setup for the account, I get the same message. I have attached a print screen of the message.

image.png

lhenry

I found the problem! I had set it up as a 401K instead of a Brokerage Account. When I deleted it and set it up as a brokerage account, I was able to select Shareholders Services Group.
Thank you!

Ps56k2

FYI - Here is how it looks....internal list for Quicken - Add Account -
Comparing SSG vs Fidelity Netbenefits, which has the 401k attribute,
and SSG does not

07705 07705 07705 Shareholders Service Group, Inc. http://www.shareholdersgroup.com 858-530-1031 http://www.shareholdersgroup.com ACTIVE INVESTMENT,ACCOUNTINFO&DIRECT

10482 10482 10482 Fidelity NetBenefits http://www.401k.com 800-581-5800 http://www.401k.com ACTIVE
INVESTMENT,ACCOUNTINFO,401K&DIRECT