Connection Errors to UMB Bank - HSA

jstipe66

I am getting this error when connecting to this bank:

We are unable to connect to UMB Bank - HSA at this time. Care Code: FDP-579

What is FDP-579? Do I need to do anything to fix it?

Coach Jon

Hello @jstipe66,

Thanks for reaching out! I am not sure what this error entails specifically, but we can definitely troubleshoot to determine a possible solution. To clarify, how long has this error been occuring? Is this for a new account you are trying to add into Quicken Simplifi or an existing account already in Quicken Simplifi?

If it is for the latter, let's 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

jstipe66

It's been offline for several days. Prior to that, it has worked for some time. This is not a new add

I set the account to manual, deleted the connection. Attempted to add a new account to reconnect the manual account.

Entered username and password, correctly entered the challenge question, connection failed with same error message

Coach Jon

Hello @jstipe66,

Thanks for letting us know. Has the bank website changed at all as far as you know? I would also try connecting from another browser/incognito mode to see if that works as well.

Thanks,

Coach Jon

jstipe66

I get the same results through the mobile app

Coach Jon

Hello @jstipe66,

Thanks for the reply. To help us further investigate what is occuring with this error, can you please supply the following information?

• The name of the account(s), as it appears on the bank's website.
• 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).

Thank you,

Coach Jon

jstipe66

Is this helpful?

Coach Jon

Hello @jstipe66,

We will need all the information requested above in order to escalate this issue. You may feel free to direct message me this information! Be sure to have the Account Summary screenshot show all accounts and balances, plus the URL.

Thanks,

Coach Jon

jstipe66

This is an HSA. As far I can tell, it is "MY HSA DEPOSIT ACCOUNT"

Coach Jon

Hello @jstipe66,

Thanks for the information. We will still also need the Account Summary screenshot to include a list of all accounts and balances in order to escalate as well.

-Coach Jon

jstipe66

That is the only account and the only summary page I have. All other pages are for transactions, tax information, contributions, etc

Coach Jon

Hello @jstipe66,

I understand, however, the screenshot does need to include the balances for those accounts, as mentioned. If you need to direct message me that information for privacy reasons, that is completely fine.

-Coach Jon

jstipe66

DM'ed a screenshot to you

Coach Jon

Hello @jstipe66,

Thanks for the screenshot! I went ahead and escalated this issue for you and will follow up here with status updates once I receive more information going forward.

Thank you for your patience!

EWC - 11385056

jstipe66

Thanks!

Coach Jon

Hello @jstipe66,

I am following up with an update. We have a new alert in the community that you can follow for updates going forward for this known issue. We will be sure to update that alert as we receive new information going forward.

https://community.simplifimoney.com/discussion/10736/new-11-21-24-umb-bank-hsa-returning-fdp-579-cp-script-error

Thanks for your patience!

-Coach Jon

jstipe66

Thanks…I will monitor there