Capital Group-American Funds updates stopped working
I have 3 funds with Capital Group-American funds. I've been successfully getting transactions via One Step Update for years.
About a week ago, One Step Update stopped working. I deactivated the online setups for all three funds and tried to set them up again. During the process, I successfully connect with Capital Group but it presents 3 funds with the same name and a blank balance so there's no way to distinguish the funds (see screenshot).
Has anyone else had issues with Capital Group lately?
I don't really want to set up the accounts from scratch and lose years of transactions (back to 1990).
Thanks…
Comments
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Swampdude
I have experienced similar with other accounts (not Capital Group-American Funds). I have found that the account number stored in Accounts Details throws Quicken off when attempting to reactivate on-line services. Sometimes I have to completely clear the Account Number field or enter the full account number.
Try again but before you do, click on one of your Capital Group-American Funds. Click on the settings button (upper right-hand corner). Click on "Account Details." Next, click on the "General" tab and clear the "Account Number" field (or delete the account number). Repeat this step for all for Capital Group-American Funds accounts.
If this does not work, go back and try entering the full account number (along with the fund number) in the Account Number field. - i.e., fund number followed by a comma followed by the account number.
Hope this helps.
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gtgerbo,
I did as you suggested and deleted the fund Account Number for all three funds. When I went through the setup (using my SS# as the user), the three funds didn't show up named correctly or with balances, but the fund numbers were there, which was enough for me to link to the correct Quicken accounts.
A little clunky, but it worked! Fingers crossed that I'll receive future transactions. 🤞
Thank you for the tip!
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Good deal!👍
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