Wealthscape Citizens Investment Services

Unable to add accounts from Wealthscape Investor. I have previous accounts that download full holdings and transactions. Adding a new account I am asked for username, pin(password), routing number??, and account number. Just get an error. I can connect to mystreetscape but this only downloads balance (not holdings) and does not seem to update. Any help appreciated!

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @Jim Cebula,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.  


    I look forward to your response.
    -Quicken Jasmine
  • Jim Cebula
    Jim Cebula Member ✭✭
    Thanks. First, there is a field for routing number on the account setup screen. I do not know what to enter here. The actual routing number does not work. The routing number shown in quicken for my existing accounts is 1234. That does not work either. The error message is also shown.
  • I am having the exact same problem. I'm trying to link my new wealthscape investor account to quicken but it's like quicken thinks it's a checking account, needing a PIN and routing number. I've called wealthscape and quicken and both are telling me the problem is not on their ends
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @Jim Cebula and @dianapelletier,

    Thank you for providing more information. 

    I am going to pass this along internally with my team to have the issue further looked into and hopefully, more information gathered. I can come back and update you once I hear more. 


    Thank you!
    -Quicken Jasmine
  • bcorngtr
    bcorngtr Member
    I'm having the same problem with multiple accounts tied to one person. I had to change the password on the Wealthscape website (as it expired). When attempting to update I receive the same error message noted above. I'm not sure what thew "Routing Number" is supposed to be as Wealthscape does not provide this. Has this issue been revolved yet?

    I'm using Quicken on Mac - Version 6.11.3 (Build 611.47347.100)