Bernstein Account Values not updating

ejvette1998

I noticed lately that my Bernstein Global Wealth Management account values are no longer updating. I don't get any error messages when updating, the green "complete" comes up, but the values never change

Any suggestions?

[Edited-Readability]

Quicken Alyssa

Hello @ejvette1998,

Thank you for reporting the issues you are having. I am happy to help!

I have some follow-up questions for you.

• When did this issue start?
• When was your last successful download?
• Did you verify that there are new transactions posted on the bank's website that are not showing up in Quicken?
• Do you have other financial institutions that are updating without any issues?

One thing we can try is resetting the account. To do this:

1. Choose Tools menu > Account List.
2. Click the Edit button next to the account you want to change.
3. The Account Details dialog displays. Click the Online Services tab.
4. Click the Reset Account button. Quicken will automatically deactivate and reactivate the account to fix any errors.

Once you have gone through those steps, let me know if you now have new transactions.

Looking forward to your response!

ejvette1998

Alyssa

I recently added the Bernstein accounts to quicken maybe 5 days ago

• When did this issue start? Immediatly the next day i saw the account values not updating
• When was your last successful download? only the 1st day I added the accounts
• Did you verify that there are new transactions posted on the bank's website that are not showing up in Quicken? these are all brokerage accounts not bank accounts so all the transactions are securities related
• Do you have other financial institutions that are updating without any issues? No my fidelity brokerage accounts all update without issue

Yes I tried resetting that did not work.