Updating Investment accounts that were added manually

Follow

Eric Stone

• January 21, 2024 02:53
• Edited

Several Investment accounts are part of my net worth. Some of these do not offer a link to NW, so I entered them manually. It is impossible to update the balance on these accounts. I go through the steps, but nothing saves. NW support gives only courtesy replies. It's been occurring for at least 2 months. Does anyone have experience with this, and maybe know a workaround? I use the NW app in Android but have also tried other platforms and browsers.

0

• Official comment

  

  Victor D

  • January 25, 2024 21:59

  Hi Eric -

   

  Thanks for reaching out and for bringing this to our attention. Our team is looking into this issue of not being able to edit manually added accounts, and are still working on a fix. 

   

  As a workaround, you could close your NerdWallet account and open a new one; but you could lose some historic data and would have to re-link all of your linked accounts. 

   

  Best regards,

  Victor

  Comment actions Permalink
• 

  Econachi Store

  • June 03, 2024 01:23

  Econachi

  0

  Comment actions Permalink

Please sign in to leave a comment.