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Idaho College Savings - error 170 (edited)

Kchingon

https://www.idsaves.org/aggregator

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Coach Jon

Hello @Kchingon,

Thanks for reaching out! I have converted your idea post into a discussion as it looks like we already have this instance available in Quicken Simplifi.

Have you tried this instance?

-Coach Jon

Kchingon

That instance was working fine until about a couple of weeks ago. It no longer works, I keep getting a Care: FDP-102

Coach Jon

Hello @Kchingon,

Thank you for letting us know. We will definitely want to troubleshoot the existing connection with the current instance we have for this financial institution so we can make sure it is working correctly. Can you please let us know if you are trying to update an existing account or add a new account into Quicken Simplifi?

If it is the former, I would try with a fresh connection. You can 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 how that goes!

Thanks,

Coach Jon

Kchingon

I made the accounts manual, then tried adding the new account connection and failed again with the FDP-102 with the current instance.

I am pasting a message from idsaves.org about aggregator access.

Coach Jon

Hello @Kchingon,

Thanks for the information. I have gone ahead and escalated this issue and will be sure to report back here with any status updates as we receive new information going forward.

Thank you for your patience!

-Coach Jon

EWC - 11387869

Coach Jon

Hello @Kchingon,

I am following up with a status update from our service provider on your issue. They state that the issue should now be resolved. Please try connecting again in Quicken Simplifi and let us know how that goes!

-Coach Jon

Kchingon

Hi Coach,

I am still having issues connecting. I did notice the updated connection provider, but still can't connect.

Coach Jon

Hello @Kchingon,

Thanks for the update! I am not seeing this error on our side for you myself, but let's have you try with a fresh new connection once more to see if it works now. You can 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 if that works for you!

Thanks,

Coach Jon

Kchingon

Hi Coach,

I made the accounts manual, and I'm using the Add Account flow, still no connection. I keep getting the 170 Error above.

Thanks for your help on this.

Coach Jon

Hello @Kchingon,

Thank you for the reply. Can you please provide 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)?

In addition, we will need logs to be sent to us. You can do this by following the steps below:

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.

Thanks,

Coach Jon

Kchingon

idsaves.org.aggregator.PNG

Hi Coach,

Screenshot attached.

Coach Jon

Hello @Kchingon,

Thank you for the requested information! Lastly, if you could provide the following information, this would be helpful going forward.

Is Multi-Factor Authentication required to sign into the website directly?
Has there been any activity in the account in the last 90 days?
Is the account considered an external account?
Is the account a subtype of a different account?
Has the bank made any recent changes to its website or sign-in process?
Are you the owner of the account?
The name of the account, as it appears on the bank's website.

Thanks,

Coach Jon

Kchingon

Hi Coach,

Here are the answers:

Is Multi-Factor Authentication required to sign into the website directly?
- No.
Has there been any activity in the account in the last 90 days?
- No.
Is the account considered an external account?
- Yes.
Is the account a subtype of a different account?
- No.
Has the bank made any recent changes to its website or sign-in process?
- Yes.
Are you the owner of the account?
- Yes.
The name of the account, as it appears on the bank's website.
- Randy

Coach Jon

Hello @Kchingon,

Thanks for the information! I have reported this issue and will be sure to follow up here when we receive further information going forward.

Thank you for your patience!

CTP-11595

Coach Jon

Hello @Kchingon,

I am following up with an update from our product team! They would like you to please try to connect again in Quicken Simplifi, and let us know if you are still receiving the error.

Thanks,

Coach Jon

Hello @Kchingon,

I am following up again to verify if you saw my above reply. Please let us know if you are still experiencing this issue.

https://community.simplifimoney.com/discussion/comment/45414#Comment_45414

-Coach Jon

Kchingon

Hi Coach,

I'm still getting the error:

Coach Jon

Hello @Kchingon,

Thank you for your reply. I have let our product team know. I will post back here when I hear more going forward.

-Coach Jon

Coach Jon

Hey @Kchingon,

I just wanted to let you know that the escalation for this issue is still open and ongoing. We are awaiting a fix to be implemented by our service provider. We will continue to keep you updated here!

Thank you for your patience!

-Coach Jon

Coach Natalie

@Kchingon, I just wanted to let you all know that the escalation for this issue is still open and ongoing. We are awaiting a fix to be implemented by our service provider. We will continue to keep you all updated here!

Thank you all for your patience!

Coach Jon

Hello @Kchingon,

I'm checking open escalations, and I just wanted to let you know the ticket for this issue is still open and being worked on. We will continue to post back here with any updates.

Thanks for your continued patience!

Coach Natalie

@Kchingon, thank you for your patience as this issue was being researched!

Our service provider has confirmed that this financial institution does not allow aggregation. They have attempted to contact the financial institution to resolve this; however, we have no way to track the status. In the meantime, the financial institution has been removed from Quicken Simplifi.

I would recommend contacting the financial institution directly to inquire whether they plan to allow aggregation in the future. For now, you’ll need to track the account manually in Quicken Simplifi. The following articles go over adding manual accounts and manual transactions:

https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_933c74c4b4

https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99

Sorry for not having better news for you!