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Re: Does anyone have details on Goldman Sachs (Folio Institutional) dropping Quicken download funtion?
I have submitted inquiries to their email address and received NO response except a "Thank you" for my submission. I suspect what has happened is that they were having issues with their dow…1 -
Any info on why Goldmans Sachs (Folio Client) went from QFX to QIF downloads?
Folio Client unceremoniously removed the Quicken (QFX) download capability in September 2023 and then brought it back in January 2024, but with the less than useless QIF format, rendering the downloa…1 -
Re: Alight-Citi 401k Connectivity
For the record, the Alight Solutions contact did tell me that they had made some changes to their end a few months ago and broken the linkage to Citi. They also said that all of their people should b…2 -
Re: Alight-Citi 401k Connectivity
I actually got a call from Alight this morning and they've agreed to send me a new PW and set an appointment next week to touch bases and ensure I get set up. I'll report back but all I can…1 -
Re: Alight-Citi 401k Connectivity
Good luck getting anything out of the Citi service center. Unless something dramatic has changed since I worked in their organization years ago they will not be able to troubleshoot squat and there w…1
