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Hello @PGLConsultant,

Thanks for the information and detailed response. I can see that you are receiving an FDP-401 error from your screenshot. We are aware of this known issue with American Express and do have an alert you can follow, which we created for updates on this issue.

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

Thank you again for your patience in this matter!

-Coach Jon

I deleted the account and re-added it. That seemed to fix it for now. I’ll see if it holds up going forward.

Hello @Coach Jon,
Unfortunately, I do not have any documentation to provide. All I can say is that around the end of August Tangerine encouraged its users to change from using a PIN to using a password for online banking (on their web site page and when using the app on a small device). I think the PIN is still used for identification when talking to a Tangerine employee for transactions over the phone.
We can not revert to using a PIN for identification on the web page nor the app once we have made the switch to using a password.
On both of these platforms we still need to provide our Login ID and (depending on whether we have made the switch or not) either Password or PIN. More on this: the web page for login says that as a Login ID we can use our "Client Number, Card Number, or Username". For me only the Client Number works. In regards to the PIN or Password, it seems that since I have already made the switch to using a password, on the next page (after having provided my Client Number) I am presented with the "Password" window. The site (and the app) seems to recognize, probably from my Client Number, that I have made the change to using a password. But if I enter my wife's Client Number (she has not yet made the switch to a password) then the next page asks for a PIN, not a Password.
I can connect with Quicken to Tangerine using her accounts (and Client Number, PIN and Security Code — 6 digit code sent via text message to phone) but Quicken can not connect to Tangerine if using my accounts (and Client Number, Password and Security Code). We both can connect to Tangerine via their web site or app using our respective login credentials. Further, in my case, using the PIN does not work, neither on the web page nor via Quicken.

I hope this can help. I don't understand though why you ask such information. Can you not contact Tangerine for clarification?

Sincerely,
Paul