CLOSED 10/10/24 CollegeInvest - Direct Portfolio - Non Aggregator - $0 Investment Account Balance
We have identified an issue with CollegeInvest - Direct Portfolio - Non-Aggregator 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 EWC/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.
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Thank you!
(Ticket# 1197916/CTP-10579)
Quicken Kristina
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Comments
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UPDATE 8/5/24
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 Kristina
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ONGOING 8/12/24
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 Kristina
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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!
-Quicken Anja
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