Vincent Poy's avatar
$1.4m follower assets
I have already discussed this with @investmenttalk but I wanted to know for those of you who chose to link a account and chose to share the portfolio at the beginning of the linking, for me after going through the Plaid linking of the account and syncing the data, the account(s) always get set to Private on instead of Private off as sharing is supposed to have Private off which means the account should be greyed and not highlighted green. Are others seeing the same? Just trying to isolate if this is a issue with my account or in general with everyone, thanks!
Hedge Vision's avatar
Yeah was like that for me too using Fidelity. I just set it to public and it worked fine after that
Vincent Poy's avatar
@hedgevision - It happened with Schwab, Fidelity, TD Ameritrade, E*Trade, Firsttrade, SoFi, JPMorgan Chase, Merrill Lynch and others. Basically it did it for everything I linked.
Conor Mac's avatar
DM'd you an update. This was defaulting on the backend, working on fixing it now, shouldn't be long :)
Investor from Nepal šŸ‡³šŸ‡µ's avatar
I had similar issue but CS team fixed it for me