CLOSED 10/10/24 NewPort Group - $0 Balance when Adding Investment Accounts

Quicken Anja

We are aware of the issue with NewPort Group downloading investment accounts with $0 balances. This is mainly occurring on Quicken Classic for Mac using Quicken Connect.

This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) is able to successfully capture account details but unable to capture account activity. This is causing the accounts to be successfully added but showing a $0 balance with no activity. We are working with the appropriate parties so that our screenscrape is capturing all of the correct information.

This has been escalated internally, though we do not have an ETA at this time.

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Thank you!
(Ticket #11166530/CTP-10400)

Quicken Anja

UPDATE 7/18/24

We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

Thank you!

Quicken Anja

ONGOING 7/25/24

This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

We apologize for any inconvenience and appreciate your patience.

Thank you!

Quicken Janean

CLOSED 10/10/24

This alert has been closed due to low activity. However, this issue is still ongoing and is still being investigated.

Thank you!