FDP-163 error with The Education Plan

System
System Administrator admin

This discussion was created from comments split from:

The Education Plan is returning error FDP-102 when trying to add (edited).

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  • dont
    dont Member

    I'm receiving FDP-163 as well now also. That started about 24-48 hours ago. I was hoping it was a temporary issue.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @dont,

    Thanks for reaching out! To clarify your situation, are you receiving this error with an already existing account in Quicken Simplifi, or when trying to add a new account into Quicken Simplifi?

    If it is the former, I would try to make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts.

    Let us know!

    -Coach Jon

  • dont
    dont Member

    I am receiving FDP-163 error with an already existing account.

    I had the FDP-102 error, but that got fixed on October 16th. It got split into a new topic here:

    I am now receiving FDP-163. I noticed it a day or two ago.

    I did as instructed and set the accounts manual. When I try to add the account again, I still get FDP-163.


    As an aside, is there a place to look up what the individual Care Codes are? It would be nice to know if it's a temporary error that I can ignore, something I can possibly fix myself, or if I should report it. Since I have no idea what the error codes mean, often times I will ignore it in the hopes that it goes away.

  • Coach Jon
    Coach Jon Moderator admin
    edited October 28

    Hello @dont,

    Thanks for the information. I went ahead and escalated this issue. I will be sure to post further updates on the issue here when we receive new information going forward.

    As for the Care Codes you mentioned, we do have an article that lists the Top Bank Download Solutions and their associated errors that you can read through here: https://help.simplifimoney.com/en/articles/3359549-top-bank-download-solutions

    Thank you for your patience!

    -Coach Jon

    EWC - 11355603

  • Coach Jon
    Coach Jon Moderator admin

    Hello @dont,

    I am following up with an update from our service provider on your issue. They have implemented a resolution and would like for you to try reconnecting your account. Let us know how that goes!

    -Coach Jon

  • dont
    dont Member

    I am getting FDP-103 now. I am not prompted for a one time passcode. It just keeps looping back to this screen:

    I verified I am using the correct username and password by going directly to The Education Plan website, and logging in there.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @dont,

    Thanks for the follow-up. 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:

    • 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 those steps end up working for you!

    -Coach Jon

  • dont
    dont Member

    There was a bit of a change it appears on The Education Plan's website. They added 'financial aggregator access', and it uses a different username and password than what you would normally use to login to the website. It appears Simplifi is no longer allowed to log in with the normal username and password, and it will generate the FDP-103 error when you do.

    The steps I took to resolve this was:

    1. Login to The Education Plan website with your browser.
    2. Click on 'Profile & Documents' link.
    3. Click on the 'Password & Security Features' link.
    4. Click on the 'Manage Financial Aggregator Access'
    5. On that page, get the 'aggregator username'.
    6. On that page, create an aggregator password.
    7. Go back to Simplifi and plug in the aggregator username and password.