Add shareholder subdomain from Primerica

Coach Natalie

@ethicka, since you're also receiving the 170 error, please follow the steps and then provide the info I requested above —

https://community.simplifimoney.com/discussion/comment/47863#Comment_47863

Thank you!

halcyoncmdr134

https://community.simplifimoney.com/discussion/comment/47863#Comment_47863

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

1. What method are you using for MFA (SMS, call, etc.)? I've tried both SMS and email with the same result.
2. Have you tried changing how you receive your MFA code? Yes, same issue with both types of MFA.
3. Are you able to receive the code and enter it into Quicken Simplifi? Yes
4. The name of the account, as it appears in Quicken Simplifi (if applicable). Unable to add the account
5. The name of the account, as it appears on the bank's website. Not sure exactly, it's listed as a Roth IRA.
6. What type of account are you attempting to connect? It is a Roth IRA, categorized as a Mutual Fund.
7. Has there been any changes made to the bank's website or the sign-in process recently? Yes, Shareholder login used to be different, now it works through the My Primerica login.
8. Has there been any activity in the account in the last 90 days? Yes
9. Are you the owner of the account?  Yes
10. What is the exact URL you see after signing into the bank’s website?  https://my.primerica.com/app/v1/home/dashboard
11. 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: reference id 471625454620421632

Verified this is happening in both Firefox and Edge, with and without any extensions installed.

Coach Natalie

@halcyoncmdr134, thanks so much!

I have filed a ticket for this issue and will post back here with updates. 😀

CTP-12154

halcyoncmdr134

@Coach Natalie Is there an update on this ticket or the ability to login to the Primerica Shareholder accounts? I am still unable to add this account to track in Simplifi.

welestgw

To add on to this, I'm also curious when this will be resolved. I have accounts in Primerica that require manual tracking at the moment and would be great to keep live updates.

phil_wo

I am also having the same issues as the others on this thread

Coach Kristina

Hello All,

I can see the ticket is still open and in work. There are no new updates yet. Once there is new information to share, we'll be sure to let you know!

Thank you!

(CTP-12154)