Ascensus FDP-102
I have been unable to connect Ascensus plans for months. I saw a post opened in January that was closed with no resolution. This is the same result any time day or night on weekdays or weekends, so clearly this has nothing to do with "market hours." What's the story?
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@BrushedStatue, thanks for reaching out to the Community regarding this issue!
I'm sorry you're experiencing difficulties connecting to Ascensus in Quicken Simplifi. To clarify, is the error happening when trying to add the account, or are you experiencing it on an existing account? If the latter, when was the last time the account was able to be updated in Quicken Simplifi?
When viewing your connection attempts from our end, I'm only seeing attempts from yesterday. Since Ascensus is part of Vanguard, and Vanguard does block connection traffic during market trading hours (see here), I'd suggest trying again this weekend so we can see the connection attempts occurring outside of peak hours.
Please let us know how things go!
-Coach Natalie
-Coach Natalie
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It is trying to add the account; it has never been connected. I tried to add this last night well past market close. I have tried adding over the weekend and all attempts have failed for at least 5 months.
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@BrushedStatue, please give it another try this weekend and let us know how it goes. We need to be able to see the aggregation events from our end showing that you've tried outside of peak hours.
Thanks!
-Coach Natalie
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Tried again at 9:18pm MT and failed with the same error. I'll try it a few more times throughout the weekend so you can get several data points.
Thank you.
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Same error at 10:49am MT on Saturday.
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Same error at 6:47pm MT on Saturday.
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Thank you for your replies,
Please try again tonight or tomorrow morning (outside of business hours). If the issue still persists, please let us know the name of the account(s) as it shows on the financial institution website, the URL (web address) that you use when logging into the account directly through the financial institution website, and please send logs. To send logs, please follow 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.
If you are not comfortable providing the requested information in this discussion, then please send it via DM.
Thank you!
-Coach Kristina
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OK I think I'm all set, this was enough of a clue to get there. Putting some detail as to what I needed to do for anyone else who might find this.
Vanguard moved my Individual 401k plan to Ascensus. The only account I was given was the plan administrator account which is at https://www.sponsorinsight.com/Ascensus. That login does not connect to Simplifi. I can see both 401k accounts from that login, but it's the login for the plan.
Despite lots of searching I found no documentation on how to create individual logins for each participant at Ascensus. I finally got that figured out and was able to create 2 individual logins at . These logins show the exact same information, but will actually connect to Simplifi as expected.
The Ascensus plan portal makes it look as if those plan accounts already exist, as you can "login on behalf of" the user. That's not actually the case. I clicked the "individual saver employee website" link on the plan sponsor login page and from there was able to set up the individual accounts (below the login).
Thanks for the help. I hope this is able to help others searching for it. I see a variety of posts that were opened with the same question and closed with no resolution.
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