Issue with adding additional account on Osaic/eQuipt

cdennett
cdennett Quicken Windows Subscription Member ✭✭✭
edited March 3 in Download, Add/Update Accounts (Windows)

I have several investment accounts with Osaic via their eQuipt site. Three of them are currently linked with Quicken for updating transactions. A fourth account was recently established a couple of weeks ago and has been funded. I created the account in Quicken and attempted to link it. After entering my Osaic/eQuipt credentials, it only sees the original three accounts. The new account does not appear in the list returned from Osaic. I tried disconnecting the three accounts and reconnecting all of them but it still does not see the new account. One of those three accounts was created about 4 months ago and I had no problems linking Quicken with it at that time.

Searching this forum I see other have reported the exact same issue. However, those discussions have been closed so I can't follow up there. Hence, yet another post about this issue. @jeffjdekorte reported this as did @marshaboex. Did either of you get a solution to this?

My financial advisor is aware of this issue and will be following up with Osaic.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @cdennett,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

    • What is the account type for the problem account (Checking, Savings, Brokerage, 401k, etc.)?
    • Does the account number for that account match the account number of any of your other accounts with Osaic?
    • Do you see any error messages/codes when you try to add the account?

    I look forward to your response!

    Quicken Kristina

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  • cdennett
    cdennett Quicken Windows Subscription Member ✭✭✭

    The new account is called an inherited Roth IRA. It's a brand new account. It was created a couple of weeks ago and then the assets from my late wife's Roth IRA were transferred to it.

    The account number is unique,

    No errors message of any kind.

    As I noted others have reported the same problem. My financial advisors will be reporting it to Osaic to see what they say.

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