American Funds - trouble adding Brokerage to my Accounts.

maxwell974

I'm trying to add American Funds to my account. It keeps saying There was a problem during communication with our servers:
Can't setup 'American Funds - Retirement Web Site' and
OK (DISCOVERED_ACCOUNTS_READY_FOR_USER)

Also, here is the log:

[removed - unnecessary log data/personal information]

poll response:
{
"status" : "OK",
"aggregators" : [
{
"channel" : "FDP_DEFAULT",
"aggStatus" : "DISCOVERED_ACCOUNTS_READY_FOR_USER",
"isProcessing" : false
}
],
"mode" : "DISCOVER_AND_ADD_ACCOUNTS",
"institutionLoginId" : "300484431609991680",
"isProcessing" : false
}

Boatnmaniac

Hi @maxwell974 .  If you have not previously set up American Funds in Quicken and if you have not already done so, you might want to read the following:  https://www.capitalgroup.com/individual/service-and-support/other-resources/how-to-use-quicken.html.  Perhaps the most important part is that when setting up the account you need to enter your SS number, not your online account UserID.

Boatnmaniac

Hi @maxwell974 .  If you have not previously set up American Funds in Quicken and if you have not already done so, you might want to read the following:  https://www.capitalgroup.com/individual/service-and-support/other-resources/how-to-use-quicken.html.  Perhaps the most important part is that when setting up the account you need to enter your SS number, not your online account UserID.

maxwell974

This is perfect - it worked! THANK YOU!!!

Boatnmaniac

You are welcome.  I'm glad it worked for you.