Unable to login to LPL Financial Provider using Log in with a Partner option

perrynmyers

I started a discussion, albeit a bit prematurely, in the ticket linked below. It turns out that Prudential switched from NFS (myStreetscape) to LPL as their backend FI for brokerages, IRAs, etc. (Not to emaplan as I originally thought)

As such, I should be able to set up an account using the LPL provider in Simplifi and login with my Prudential credentials as I do on the LPL website. But, this does not seem possible presently in Simplifi. I get the following error instead:

To connect to LPL Financial, you must re-enter your credentials. If that does not work, try entering them on the website at LPL Financial to ensure they are correct.
Care Code: FDP-103

I have verified that my credentials work on LPL. Here are the steps I have used to login to their website:

Go to lpl.com and select Login

This takes me to https://www.lpl.com/accounts/log-in.html and from there I select the Investor option (not the Advisor option)

This takes me to https://accountview.lpl.com/web/login which has the login screen for Investors at LPL

On that page, there are two options to login. One is to login with a Username and the other is to log in via a Partner Firm (in this case, Prudential). I click Log in with a Partner, and it redirects me to Prudential's login screen and then I log in with the Prudential credentials and I can access my accounts on lpl.com.

So, it seems to me that Simplifi needs to support the Log in with a Partner option for LPL that it provides on its website. Right now, it appears that Simplifi is only supporting logins for non-Partner affiliated accounts.

The only way I can access these accounts is by going directly to lpl.com and using the Log in with a Partner option. I cannot get them via the Prudential provider in Simplifi directly.

Thanks,

Perry

https://community.simplifimoney.com/discussion/10283/need-to-add-new-provider-as-prudential-switched-to-wealth-emaplan-com-for-their-backend

Coach Jon

Hello @perrynmyers,

Thanks for reaching out! We are aware of this known issue with LPL Financial receiving an FDP-103 error when trying to connect. We do have an alert for this known issue that can be followed for updates here:

https://community.simplifimoney.com/discussion/10437/ongoing-10-14-24-lpl-financial-returns-a-103-error

We will be sure to post there when we have new information.

-Coach Jon

perrynmyers

Thanks @Coach Jon. I searched for Prudential and LPL and the only thing that came up was unrelated to this (and old) which is why I didn't see the above ongoing issue.

That said, do you know if the people reporting the FDP-103 are all hitting this issue specifically because of the "Log in with a Partner" option being used?

Or are they seeing FDP-103 for a normal username/password login as well?

I ask because if the FDP-103 is unrelated to the Log in with a Partner issue, I wouldn't want this specific request to get lost. So, please let's keep this open until the FDP-103 error is resolved, and at that point I'll try again and see if it'll take my Prudential login credentials correctly.

Coach Jon

Hello @perrynmyers,

Thanks for the reply. I would not be sure, myself. However, if the issue persists for you after the FDP-103 error is resolved, be sure to let us know!

-Coach Jon

Scooter4k

There is no excuse for this.. I just cancelled my membership. When [removed] can connect, when [removed] can connect and WHEN the [removed] can connect Quicken has a major problem. A company with the expertise should have this fixed in one or two days. Not a continual "we know about it and are working on it"….a MONTH later…really? just bad business.

perrynmyers

@Coach Jon Can you answer the questions @Scooter4k posted? He listed three other sites that CAN connect to LPL. So that seems to me to indicate the issue isn't with LPL but with Quicken/Simplifi. So, why aren't you able to fix this while your competitors already have it working then?

justlen

This is getting absolutely ridiculous. Over a month. I'm about ready to walk away from SImplifi if they can't fix these connectivity issues.

justlen

[removed - speculation/disruptive]. It's becoming impossible to manage my finances with this platform.

Is Quicken putting any resources into Simplifi?

JTaylorIV

Over a month, still unable to connect. I would even settle that I need to go through a 2-factor authentication to get the data. I have lost well over a year of data trying to connect back to LPL. Other providers have it working but the connection need to verify with 2-factor

I am sure this thread will be closed with no reason other than refer to another locked thread with no updates.