CLOSED 8/14/24 Security Benefit(s) $0 Balance when Adding Investment Accounts

Our teams have discovered an issue with Security Benefits downloading investment accounts with $0 balances. This mainly occurs on Quicken for MAC using Quicken Connect.

This is happening because our OFX Screenscrape (a form of Express Web Connect/Quicken Connect) can successfully capture account details but cannot 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 captures all the correct information.

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

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #11174054/CTP-8995)

-Quicken Jasmine

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Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    UPDATE 7/23/24

    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 Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    ONGOING 7/30/24

    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 Jasmine

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  • Quicken Anja
    Quicken Anja Moderator mod

    CLOSED 8/14/24

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

    Thank you!

    -Quicken Anja
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