Johnson Financial Group FDP-103

Fred Volkman

I have been getting an FDP-103 error on my Johnson Financial Group 401(k) account for the last three days. This is a new account that I am trying to add to Simplifi. Thanks.

Note: The URL for the site is different from I see in the "Add New Account" process. When I try to add the account, it states "www.johnsonfinancialgroup.com". However, when I log in to the site directly, the URL for the login for the site is: https://ux.worksaveretire.com/identity/Login/Participant?PartnerWebSite=https%3A%2F%2Fwww.johnsonfinancialgroup.com%2F

Coach Jon

Hello @Fred Volkman,

Thanks for reaching out! Typically, you will receive error code: 103 when an invalid username and password for the bank you are trying to connect with have been entered. You will want to follow the steps below to make sure:

• Verify that your login information is correct.
  • Type your password/PIN into a text application to ensure you don’t have any typographical errors. Then, copy and paste your login information into Quicken Simplifi to ensure accuracy.
• Verify your login at the bank’s website – Try to sign in to your bank’s website using the same login credentials to ensure you've not locked yourself out of the account and that the credentials are still valid.
• Check for an app-specific password – Some banks require users to use a specific app password when connecting to a third party. Check with your bank to see if you need to use an app-specific password.
• Update your credentials – Try temporarily updating your password at your bank's website and then try again to connect to Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

Let us know if these steps work for you!

-Coach Jon

Fred Volkman

@Coach Jon

1. I have verified that the login to the financial institution is correct
2. I did verify login on the bank's website, without issue.
3. There is no app-specific password. There is just one set of credentials that I used to log into the site.
4. I have updated the credentials, there are no specific special characters. I have received the following message from Simplifi:

To connect to Johnson Bank Wisconsin, you must re-enter your credentials. If that does not work, try entering them on the website at Johnson Bank Wisconsin to ensure they are correct.

Care Code: FDP-103

Coach Jon

Hello @Fred Volkman,

Thanks for the reply! To better help us understand your situation, please provide the following information:

1. Have there been recent changes in your banking website? If there are changes, what are those?
2. What is the exact URL you use to log in to your account (login URL)?
3. What type of accounts are you adding (banking, investment, debt, etc.)?
4. If possible, please get a screenshot of the bank account summary page that includes the URL. You’re welcome to remove or obscure any personal information.
5. Document the FORMAT of your password (NOT the actual password!). For example, the password of "Quicken123$" would be "Xxxxxxx###$." Document the specific special character(s) in your password (AGAIN, NOT the actual password!). We recommend to NOT use the following special characters & < > / \.

Feel free to send this information to me in a direct message!

-Coach Jon

Fred Volkman

@Coach Jon

1. This is a brand new account for me. I am just signing up for my company's 401(k) program. So, I do not believe there have been any recent changes to the banking website.
2. https://ux.worksaveretire.com/identity/Login/Participant?timeout=true
3. 401(k)
4. See attached

CPA 401k 8.27.24.png

5. Xxxxxxxxx#

Coach Jon

Hello @Fred Volkman,

Thanks for the information. I did notice the URL you are using for this FI is different than the one we have in Quicken Simplifi. If you click on the URL for Johnson Financial Group in the Add Account window, are you able to log in to that website?

Additionally, we also found that the URL you provided does have another instance in Quicken Simplifi that you can try connecting to. The instance is called Unified Trust Company and the backend URL we use to connect matches what you provided.

Let us know if that instance works for you!

-Coach Jon

Fred Volkman

@Coach Jon

When I tried the www.johnsonfinancialgroup.com financial institution, I did receive the same FDP-103 error.

However, when I tried the Unified Trust Company financial institution, I successfully logged into my Johnson Financial Group 401(k) account as a "new" account. This seems to be the correct account and all information looks good. Thanks for your help!