Add shareholder subdomain from Primerica
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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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!
-Coach Kristina
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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
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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!
-Coach Kristina
0 - 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.
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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?
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@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
-Coach Natalie
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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.
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@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?
Let us know how it goes!
-Coach Natalie
-Coach Natalie
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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:
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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
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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.
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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
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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
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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
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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
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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
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"Still the same issues, tried linking on Simplifi and changing password on the Primerica shareholder's site." The FI will not change my password.
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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!
-Coach Kristina
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