UPDATE! 11/4/24 Ameritas Retirement Plans - $0 Investment account balance

Quicken Kristina
Quicken Kristina Quicken Windows Subscription Moderator mod
edited November 4 in Alerts, Online Banking & Known Product Issues

We have identified an issue with Ameritas Retirement Plans 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# 11354575/CTP-11315)

Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    UPDATE 11/4/24

    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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