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.

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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