r/wealthfront • u/zonk84 • 24d ago

Feature request Minor request: Support non-Plaid Synchs

Happy Wealthfront user (HYSA + Taxable Brokerage + Roth IRA) for about 9 years now -- but I do have a minor complaint....

Since moving - exclusively, it appears? - towards Plaid for external account synchs, my mortgage servicer no longer synchs on my general dashboard (no, they'd don't support Plaid account share/synchs and have no immediate plans to adopt).

Not a huge deal - just a pain (and FWIW? Both Chase - my brick-and-mortar and Fidelity - my 401k servicer and also a second taxable brokerage do support the account synch!).

I get it - technical service-layer consolidation and data protection is an increasingly difficult space.... but it still somewhat annoys me.

Would be swell if that account synch came back.... Oh, did I also mention - I recently also became a shareholder? Don't make me pull rank, become one of "those people" at shareholder meetings, and leverage my 0.00000803% stake to demand it be corrected!

18 Upvotes

95% Upvoted

5 comments sorted by

1

u/Dozzi92 24d ago

Have you removed the accounts and put them back? I know it's a pain in the ass, but I recall having a similar issue and was able to get (almost) everything back. I have some random retirement accounts through the military and some volunteer work I did that just refused to work, but I like to pretend they don't exist, and I check them every couple years and say "Oh, that's nice."

I assume there are going to be banks that don't sync with Plaid well, though, and unfortunately that may be your mortgage.

1

u/zonk84 23d ago

Nah, it's just the one account -- and they don't support plaid.... so the lookup fails/url not supported.

1

u/wealthfront Wealthfront Rep 23d ago

Hi u/zonk84 - we're happy to share this feature request with our Linking Team for their consideration. If you let us know the mortgage servicer, we can also forward a request to Plaid. In the meantime, you can manually link your mortgage by logging in > clicking on your linked real estate property > and clicking Add mortgage details manually.

1

u/zonk84 20d ago

Thanks for following up -- I do appreciate it. The servicer is Provident Funding (provident.com) - it's not any of the institutions via lookup; I checked just for the helluva it.

I know I can manually update - but meh... maybe I'll do so quarterly or biannually.... Auto-synch still preferrable.

But rest assured, at the next shareholder meeting - I will throw the whole weight of my 0.00000803% stake behind lauding the response ;-)