Investor Wealthscape Download

MichaelALA
MichaelALA Quicken Windows Subscription Member ✭✭
edited September 13 in Errors and Troubleshooting (Windows)

Download from Investor wealthscape is doubling my value in all investements. Can't figure out what exactly is downloading. Yesterday Synovus Fidelity made me reauthorize and when it downloaded it changed 'synovus bank deposit sweep' to 'synovus ?something' but today it is back as 'synovus bank deposit sweep'. So all our synovus related investments/holdings are being distorted?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @MichaelALA,

    Thank you for letting us know you're seeing this issue. Is the Synovus Fidelity account connected to the Fidelity Investments connection option? If it is, then the issue you're encountering is a known issue. For more information, see this post from the discussion on the various Fidelity account issues after migrating to Express Web Connect +:

    https://community.quicken.com/discussion/comment/20501825#Comment_20501825

    If it is not, then please let me know which connection option you are using so I can help troubleshoot. You can check this by navigating to Tools>Account List and looking in the Financial Institution column. The Financial Institution column will show the name of the connection option the account is connected to.

    FI and Transaction download columns.png

    If you do not see the Financial Institution column, you can add it by clicking the Options dropdown near the lower left of the Account List window, and selecting Show financial institution.

    I look forward to your reply!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your replies,

    Please provide a bit more information. When you are looking at the Account List, what shows in the Financial Institution column for the problem accounts?

    image.png

    Knowing which financial institution Quicken sees the accounts connected to can help troubleshoot the issues you're encountering.

    Is the fund name changing back and forth between Synovus Bank Deposit Sweep and Synovus Managed Fund when you update your accounts?

    You mentioned that the investment totals are doubling in the other 6 Synovus accounts. Are you able to see what is causing that doubling, such as placeholders appearing, extra securities being added, etc.?

    Based on your description of the issue, the backups you have tried restoring still have the Synovus Fidelity account connected via Express Web Connect+. Have you tried restoring one from before that account was moved to the new connection method? If so, what happened?

    Thank you!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    To troubleshoot this, please backup your Quicken file. Then, deactivate the Synovus Fidelity account. Navigate to Tools>Add Account, and follow the prompts to reconnect the Synovus Fidelity account. However, instead of linking to the existing account, please add the account as a new account.

    Add account option.png

    Once you have added the account as new, test to see if the issues persist. Doing this tests for file-specific issues that may be causing the problems you're seeing.

    Please let me know how it goes!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    If this is happening with the Synovus Bank Deposit Sweep portion of the portfolio in all accounts, then I suspect what is happening is Quicken is getting incorrect data about that sweep fund when updating the EWC+ account, and since that sweep fund is in all the other accounts too, that incorrect data is also throwing off the values in those accounts.

    What about the fund is being distorted in the other accounts? Is it the value per share, the number of shares, or something else?

    Thank you!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Due to the nature of the issue, I recommend that you contact Quicken Support directly for further assistance, as they have access to tools that we can't access on the Community and they can escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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