Unable to login to LPL Financial Provider using Log in with a Partner option
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 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
Comments
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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:
We will be sure to post there when we have new information.
-Coach Jon
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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.
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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
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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.
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@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?
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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.
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[removed - speculation/disruptive]. It's becoming impossible to manage my finances with this platform.
Is Quicken putting any resources into Simplifi?
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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.
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@Coach Jon It seems appropriate for Quicken to provide an explanation of the issues rather than "we are aware." This is frustrating, so thanking us for our patience when we no longer have patience isn't soothing. I'm already paying for a competitor due to this issue. Can I have a refund of what I paid Simplifi?
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Hello @Andy 99999,
I can understand your frustration. If you need to request a refund, feel free to reach out to our support team directly, where that request can be made. they should be able to help you with that request.
-Coach Jon
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@Coach Jon Thank you for your response.
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UPDATE: sadly, Quicken advised on phone call today that this is still unsolved with no estimated time it will be fixed. Quicken was unwilling to refund my fee because it is after the "30 days free trial." Never mind that this worked not only during the 30 day trial but for several months after and this issue completely falls on Quicken. I spoke to Elder followed by his supervisor, Charlie and then Aura, Manager of Simplifi requesting a refund only to be told by each that their systems will not allow them to issue a refund beyond the 30 day policy.
Maybe this is mentioned and I missed it but I did get a better explanation of the issue. Quicken using Intuit as their aggregator with LPL (remember the good old days when Quicken and Intuit were one?). The issue is not with Quicken but rather Intuit and it is Intuit that is trying to fix this, although we would likely all question how hard they are trying. Other aggregators aren't having this issue so may Quicken should change aggregators? In any event, all three I spoke to today were courteous and helpful to the extent they could help.
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A day not working… ok. A week not working… not ok…. 72 days not working… totally unacceptable. How is there no SLA with aggregators…
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Seems there is some movement forward, yet still not working. When I go to settings, accounts, select LPL and choose to reset the following happens; Enter login ID and password, receive a two factor authentication text, enter the code and now receive a new error message 101. From the previous post, seems Intuit is doing something. Yea! maybe?
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I was able to connect to my LPL account! Hopefully the connection issue is finally resolved for a long time.
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I still get FDP 103 errors, using credentials that I know work correctly when I login on the LPL website.
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The interesting thing is, I have two different Prudential accounts. One of them never stopped updating while the other one has not updated since October.
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