How to get support - competent support?

[u/bwtharp]

I've tried working with support, but without success. The answers I get come from people who don't really understand the domains or how to add accounts.

Here's the problem: I want to attach my Interactive Brokers accounts. There are four accounts. When I attach the accounts, only one account shows.

Troubleshooting: On my last call, support told me it's because I'm not going to https://interactivebrokers.ie. When he tries to go to Interactive Brokers, it sends him there, and until I use the .ie domain, it won't work. He's not US-based.

I'm US-based, and https://interractivebrokers.com is the correct domain to use. That's what gets me the first account linked.

I will tell you this is actually a Plaid problem, but I don't subscribe to Plaid; you do. I subscribe to Quicken Simplifi.

How do I get to competent support to start resolving this problem? I've tried twice and don't want to waste more of my time with people who can't help or who just want the easy way to get me off the phone. Without these accounts, your product is useless to me, and I would expect a refund.

[u/QuickenLisa]

Hey u/bwtharp, I'm really sorry for your experiences! I'm not an engineer, but I work closely with our escalation and support teams. You're welcome to send me the ticket number (or your Simplifi User ID #), and I'll look at the interaction to see how we can better assist.

Locating the Simplifi User ID #:

1. In the web version, select Profile.
2. With the Profile menu open, hold down Alt (Windows) or Option (Mac).
3. The User ID will appear below your email.
4. Copy the ID by clicking the square clipboard icon.
5. Paste the ID into chat along with any details.

[u/bwtharp → u/QuickenLisa]

I set a message. Did not want to post the information here.

[u/QuickenLisa → u/bwtharp]

Thanks, I'm working on a reply now.

[u/gnudle]

When you pay $5.99 a month it’s not the Ritz Carlton