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Add shareholder subdomain from Primerica

Scotties

Primerica changed their website again recently, to access mutual funds/Roth IRA (upper right of page) is now a separate link for shareholder.primerica.com. Their main page Primerica.com is for MyPrimerica, client services. Simplifi used to gather information from Primerica on my accounts and stopped. Had to go to their new subdomain and create a username and password again and now I cannot find it in Simplifi's list or reconnect accounts.

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Comments

Coach Kristina

Hello @Scotties,

To assist with this, please provide more information. You were connecting using the Primerica-Shareholder Account Manager option and it stopped working? When did it stop working? What error messages/codes were you seeing in Quicken Simplifi?

You mentioned that Primerica made a change to the domain for shareholder accounts. What is the exact URL you now have to use to login to your account directly through their website?

I look forward to your response!

Scotties

Hello Kristina,

It stopped working on Simplifi around the end of August. I believe Primerica-Shareholder Account Manager is what it was called before. Not sure what the error message was before I took the account manual but it now says:

Incorrect sign in Your sign in information doesn't match this account. Try again or reset your password. (103).

I think it gives this error because it is just to primerica.com or https://my.primerica.com/ their client services and financial needs analysis.

To sign-in to the shareholder's site, shareholders.primerica.com, I have to click the "Sign In" button on the left which the URL is:

Primerica | Login (accessportals.com)

https://my.accessportals.com/app/ai2/login

-Scotties

Coach Kristina

Thank you for your reply,

While it's likely that your theory is correct, to be able to further investigate the issue, we do need to start by following the troubleshooting steps for the error message you're seeing (invalid credentials). Please follow these steps:

Verify the bank being selected -- There may be several different versions of the same bank in the Add Account bank list, so be sure you're selecting the correct one. If you're not sure, compare the URLs shown for each bank.
Verify your login information – 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: & < > / \.

If the steps listed above do not resolve the issue, then please provide the following information so we can look into this issue further:

The name of the account(s), as it appears in Quicken Simplifi.
The name of the account(s), as it appears on the bank's website.
Has there been any recent changes made to the bank's website or its sign-in process, aside from the changes you mentioned in your earlier post?
If the exact URL you use to log in to your account on the bank's website is different from the one you posted earlier, https://my.accessportals.com/app/ai2/login, please post the exact URL you use.
What type of account(s) are you attempting to connect in Quicken Simplifi?
A screenshot of the Accounts Summary page from the bank's website that lists all accounts and balances (feel free to redact any personal info) and has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
The format of your password (DO NOT provide your actual password!). For example, "Quicken123$" would be coded as "Xxxxxxx###$", where a capital "X" indicates a capital letter, a lowercase "x" indicates a lowercase letter, and a "#" indicates numbers; the actual special characters used will need to be provided.

It is okay to send this information via Direct Message, if you prefer.

Thank you!

BrianneM

I have had the same problem for months now. If this issue has been fixed for @Scotties, can you please release it as an update? Otherwise, can you please contact me and tell me what steps to take?

Coach Natalie

@BrianneM, thanks for posting on this topic!

When viewing your connection attempts from our end, I see that you're also receiving the FDP-103 error with Primerica-Shareholder Account Manager. To clarify, is this your first time connecting to Primerica in Quicken Simplifi, or is the error occurring on an existing account?

For the FDP-103 error, please also thoroughly follow these steps from your end:

Verify the bank selected is the correct instance – You may see several different instances of your bank; check to see if you’re using the correct one.
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 in Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

Please let us know how it goes!

-Coach Natalie

sp3cialk4y

I'm having the same issue and it's super frustrating because previously I could connect all of my accounts to Simplifi. I'm paying too much to not be able to see everything in one place.

Coach Natalie

@sp3cialk4y, thanks for letting us know!

We apologize for the issues with Primerica. When viewing your connection attempts from our end, I see that you're also receiving the FDP-103 error. Have you gotten a chance to follow the steps in my last comment?

https://community.simplifimoney.com/discussion/comment/42951#Comment_42951

Let us know how it goes!

-Coach Natalie

Coach Jon

Hello @Scotties,

Thanks for reaching out via DM. I would suggest trying again to connect to Primerica in Quicken Simplifi. We have recently switched aggregators for some banks including this one. Let us know if that works!

-Coach Jon

Scotties

The shareholders subdomain is still not listed in the drop-down list. Tried signing in under Primerica.com in both locations; under manual accounts <Link Financial Institutions> and at the top of the accounts page. Both returning the same error:

Coach Jon

Hello @Scotties,

Thanks for letting us know. Since we recently switched aggregators for this bank I would have you try directly logging into your financial institution website and confirm that you're not locked out of the account there and that the credentials are still valid. I would then have you update your credentials on the FI website and then try connecting again in Quicken Simplifi.

Let us know if this works for you!

-Coach Jon

Scotties

I have checked that every single time trying to reconnect to Simplifi, I am not locked out at the FI. I can access their site on the desktop, mobile app, and on another finance app. Redoing my credentials at the FI is not going to accomplish anything if your aggregators aren't even going to the correct site.

Coach Jon

Hello @Scotties,

I can understand your frustration with this issue, however, we will still need you to try updating your credentials on the FI website and trying to connect again so that we can confirm that the issue is not credential-related on our side.

Thank you for your patience,

Coach Jon

Scotties

Coach Jon,

Sorry for some reason Primerica is not letting me change my password since Friday. I have followed their password requirements, tried different ones, at different times, and even different devices.

I have noticed on new devices, it asks for a one-time passcode.

Scotties

Coach Jon

Hello @Scotties,

Thanks for the reply! You may need to allow a day or two for your activity to settle on the bank's side. They may be blocking you from updating your credentials due to too much activity or suspicious activity.

Let us know when you can update that information!

-Coach Jon

Scotties

Still the same issues, tried linking on Simplifi and changing password on the Primerica shareholder's site. I have successfully added/linked the Primerica account within the last week to [redacted]. Please escalate this issue or request to a higher department or person. This is not the first time I have seen account syncing issues with Simplifi for the same or different accounts. I like Simplifi/Quicken but come on. My advise to anyone else reading this thread is to report any issues fairly quickly and don't think "Ah, they'll fix it soon!"

-Scotties

Coach Jon

Hello @Scotties,

Thanks for following up. You mentioned that you tried changing your credentials on the FI website. Were you successful in doing so? I know that previously you stated and shared a screenshot that it wouldn't allow you to, so we want to make sure.

-Coach Jon

Scotties

"Still the same issues, tried linking on Simplifi and changing password on the Primerica shareholder's site." The FI will not change my password.

Coach Kristina

Thank you for your reply,

If you haven't already done so, I recommend reaching out to the financial institution about being unable to update your password on their website.

Thank you!

snavans

Was there ever any solution to this? I'm having the same issue. Unable to sign into shareholder account from Primerica

Coach Kristina

Hello @snavans,

I'm sorry to hear you're encountering this same issue. So that we can better assist you, please confirm if you have followed the troubleshooting steps posted earlier in this discussion:

https://community.simplifimoney.com/discussion/comment/42951#Comment_42951

Also, are you encountering the same issue with being unable to update your password through the the financial institution's website? if so, have you contacted the financial institution about that issue?

Thank you!

halcyoncmdr134

I'm having the same issue. The Primerica account option appears to be trying to login through the old impress-net domain which is no longer used for Primerica Shareholder logins. Heck, the forgot password link on the login page in Simplifi through Finicity links to that old domain, which no longer exists.

The current Shareholder login page is located at

https://my.accessportals.com/app/ai2/login and I am able to login just fine through that login page.

Coach Kristina

Hello @halcyoncmdr134,

Thank you for coming to the Community to share this information! This has already been reported to our Development and Product teams for further investigation and resolution. No ETA or additional information is available at this time.

Thank you!

(CTP-11997)

Coach Natalie

Hello everyone,

This issue should now be resolved! Can you all try to connect to Primerica in Quicken Simplifi once again and let us know how it goes, please?

Thanks!

ethicka

✨ TL;DR: Primerica Shareholders face persistent login issues with Simplifi. A new MyPrimerica account allows us to go further with the current system, but still results in an error.

Bottom line: No, this is still not working.

For Primerica Shareholders on primerica.com we click Mutual Funds below which takes us to https://shareholder.primerica.com:

Then we click Sign In at https://shareholder.primerica.com:

That Sign In button redirects us to https://my.accessportals.com/app/ai2/login where we enter our credentials here:

My credentials work and successfully sign me in here. They changed the login in the last year or so.

However, in Simplifi, if we search for Primerica we only get the following option:

The shareholder.primerica.com subdomain returns nothing:

And the new my.accesportals.com URL returns nothing in Simplifi:

However, I have discovered another account we need to generate as Primerica Mutual Fund holders. This was not clear to me, at least, during the transitiion.

We need to register on MyPrimerica (the link in the top right when you go to primerica.com).

You go through that Register Now form and create new credentials (ones apart from my my.accessportals.com account) that include your email associated with your account and another password. You'll also need to set up multi-factor authentication via email and SMS.

😀 These credentials now "work" in Simplifi.

Your my.primerica.com that you put in here:

Now work here as well:

You finally see a MFA prompt instead of an error:

However, once you enter the SMS or email code (I tried both):

It still gives an error:

This could be because I just set up my MyPrimerica account. I'll try again in a few hours and tomorrow. But it appears there's still an issue with the system, but we're making slight progress as Primerica Shareholders? 🤷‍♂️

halcyoncmdr134

https://community.simplifimoney.com/discussion/comment/47525#Comment_47525

Thanks @ethicka for finding out they have some sort of second account thing going on. I registered that accoutn as well and can confirm that using that information gets further through the setup process, but like you I get stuck after submitting the verification code. I get a different error code after submitting the verification code I received though:

Hopefully that helps narrow it down as well.

Coach Natalie

@halcyoncmdr134, thanks for posting on this topic!

When viewing your connection attempts from our end, I see a 103 invalid credentials error with Primerica as of this morning. To clarify, did the 170 error occur before or after registering for MyPrimerica? If the latter, do you know what error you received before registering?

Let us know!

halcyoncmdr134

@Coach Natalie Before registering the new My Primerica account, trying to login with my original shareholder login, I was receiving an Error 103.

After registering the My Primerica account I received Error 170.

Coach Natalie

@halcyoncmdr134, thanks for confirming!

I'm not seeing the 170 error on our end for some reason. Have you tried again today, by chance? Is the error occurring on an existing account in Quicken Simplifi, or when connecting to Primerica for the first time? If the former, let's have you try establishing a completely fresh connection:

Make all of the accounts with this bank manual by following the steps here.
Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

If the issue persists after doing so, please provide some data:

What method are you using for MFA (SMS, call, etc.)?
Have you tried changing how you receive your MFA code?
Are you able to receive the code and enter it into Quicken Simplifi?
The name of the account, as it appears in Quicken Simplifi (if applicable).
The name of the account, as it appears on the bank's website.
What type of account are you attempting to connect?
Has there been any changes made to the bank's website or the sign-in process recently?
Has there been any activity in the account in the last 90 days?
Are you the owner of the account?
What is the exact URL you see after signing into the bank’s website?
A screenshot of the Accounts Summary page from the bank's website that lists all accounts and balances (feel free to redact any personal info) and has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).

Please also submit your logs via the 'Send Feedback' option:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

We look forward to hearing back from you!

ethicka

https://community.simplifimoney.com/discussion/comment/47819#Comment_47819

I'm still receiving an Error 170, too. I've tried a few times the past few days with the same result.

halcyoncmdr134

So to add more context, I am able to login to My Primerica just fine now. Same login info appears to work in Simplifi, it then prompts for a OTP sent via email or text, after entering that received code, I get error 170.

So it seems to be communicating correctly to verify the login, and with having a onw time password sent to me, the issue happens when the one time passcode is being sent back.

I'll go through the above steps later tonight when I have a chance on a full computer instead of my phone.