Empower 401K
Comments
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@barrett, the info about how Empower updates is outlined earlier in this thread:
However, I think the most up-to-date information is in the "Empower" section of our support article here:
I hope this helps clarify!
-Coach Natalie
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@Coach Natalie If my solution is to make this account manual and just update the balance myself, how do I go about doing that?
I marked the account manual but cannot seem to add a manual transaction to the account, none of my investment accounts show in the accounts list when creating a new transaction.
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@kilo23, if the account is classified as an investment account in Quicken Simplifi, you can click on it from the Accounts List and you will be directed to the Investments section. From there, click the 'Transactions' tab.
I hope this helps!
-Coach Natalie
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@Coach Natalie i just refreshed my CreditKarma account with empower retirement data today. Their process allows exactly what I’ve been suggesting…to simply indícate “don’t ask for MFA here going forward.” Simplifi needs to make this happen. It is not impossible.
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@imdZigman, I agree, and I wish it was something that we offered. Since we don't, however, I'd suggest leaving your feedback on this Idea post and then following it for updates:
Thank you!
-Coach Natalie
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That looks like an OAuth for Empower there - maybe specifically requesting OAuth support for Empower would solve that particular issue. Given that CreditKarma is run by Intuit, and Simplifi uses Intuit for bank connections, "technically" there is nothing that should be stopping this — mind you, intuit may be reserving some special access for their own services.
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Rob Wilkens0 -
@Coach Natalie - that older post you quoted doesn't seem to have accurate information, or at least doesn't match what I'm seeing. As @tkuligowski mentioned in their post, I don't seem to get any background/batch update during the allowed window. Unless I decided to get up in the middle of the night (which I haven't bothered to do yet), there seems to be no way to get my data pulled in.
I'm going to try removing and re-adding the account, in case my account needs to be reconnected but I'm not getting relevant error messages because I only check during the blackout window (and then the FDP-155 error supersedes any other issues).
Update:
Trying to "Reset connection" fails, with messages about the blackout window.
Removing and trying to re-add also fails, with the FDP-155 error code. The message saying accounts will be added does not appear to be accurate…
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@barrett, thanks for letting us know!
If you're receiving the FDP-155 error when attempting to add an account, you'll want to continue trying outside of peak hours. When looking back further in this thread, it looks like other users saw success around 4 AM ET:
Let us know how things go!
-Coach Natalie
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I was able to successfully connect during the window, but the very next day, I started receiving a FDP-155 error. @Coach Natalie do I have to wake up every morning open the app during the window or is Simplifi attempting on my behalf?
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@Dave L, glad to hear you got connected!
My most recent comment explains how Empower updates. You can view the comment just right before yours:
-Coach Natalie
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@Coach Natalie 2FA is not required by Empower if you maintain a session or mark it as "Rmemeber this device". Therefore it's obviously possible to maintain some persistent state instead of having to re-login each time (which is what triggers the 2FA). Schwab also provides account aggregation, and they seem to handle this just fine. I have not had to provide a 2FA through Schwab to be able to maintain the Empower balances up-to-date.
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I am getting the same errors mentioned in this thread; namely….
We are unable to connect to Empowerretirement at this time.
Care Code: FDP-155
I came to Simplifi so that I could have my own data without sharing it with Empower. Empower literally printed and mailed me my data. I was furious. I wanted one place to see all my data, and now I'm stuck on Simplifi for a year and it cannot help me with my retirement accounts. I think I need to put in a request to end this subscription.
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I noticed that even though I successfully established the connection with Empower, the balance was not updating (even after several days). I attempted to open the app during the Empower availability window to see if that would force a download of data. The first time I tried I still received an FDP-155. The second time I tried, I got a 2FA request. This is incredibly frustrating. @Coach Natalie
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