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California Coast STILL not connecting!

wkh

Here we are starting a new year and the new California Coast interface STILL will not connect with Simplifi. Come on!! It's been months and Natalie even admitted on 12/20/24 that there is still a problem. It asks to send a code, either a call or a text or an email, but no matter what you choose, the code is never sent. I'm using 2 other pieces of financial software (your competition, BTW) and they fixed it almost immediately. It works perfectly with them. Since California Coast is and will always be my primary bank, not connecting with them is a deal breaker. So, it's up to you Simplifi - fix it or lose a customer. I am literally at that point and I'm not waiting much longer. This is not a "feature". This is required basic functionality.

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Comments

Coach Jon

Hello @wkh,

Thanks for reaching out! I do apologize for the issue you are experiencing with California Coast Credit Union. To better help understand your situation, can you let us know whether you are trying to add a new account to Quicken Simplifi or update an existing account already in Quicken Simplifi?

-Coach Jon

wkh

I tried to connect existing accounts, first resetting the connection. That didn’t work, so I tried adding a new account. That didn’t work either. It prompts to send a code and asks whether you want a text, email or phone call. No matter which I choose, the code is never sent.

Coach Jon

Hello @wkh,

Thanks for the reply! Are you able to temporarily disable the MFA code from the bank website, and then connect the account in Quicken Simplifi to see if that works? If it does, you could then enable the MFA code again afterward.

-Coach Jon

wkh

MFA is forced on in the new interface and there is no way to disable it. I checked in both the android app and the web interface. I actually think that’s a good thing.

Coach Jon

Hello @wkh,

Thanks for letting us know. Are you able to verify if editing the MFA option on the bank's website possibly fixes things? Was there a change on your bank's website recently? Additionally, is there any other security setting on the bank's website that may be causing this behavior?

-Coach Jon

wkh

There is no way to modify the MFA option on the website or in the app. They do not give you the option to disable it. It is always forced on. You don’t have a choice! Yes. They moved everyone to a “new digital interface” over the last couple of months. Since that time, Simplifi will not connect.

Coach Jon

Hello @wkh,

By "editing" what I meant was to try removing and then re-adding an option from the MFA choices, like a phone number or email address as you stated. Then try to connect again in Quicken Simplifi to see if it then works.

-Coach Jon

wkh

I'm trying to tell you there are no options whatsoever to change MFA. The only thing that can be changed is my main email or phone number in my account profile. You cannot leave those blank or delete them. They then use what you put in your profile to send a code for MFA. They cannot be deleted and I'm certainly not changing my main bank email address or phone number just for you to debug your problem! It works fine when logging in to their website, their app, and at least 3 other apps that I have that pulls info from California Coast Credit Union. I get confirmation codes sent to those other apps, enter the code and it connects. If you can't fix what is obviously YOUR PROBLEM (since I am not having any issues with anyone else but you), then I'll move on. I have several other options that work just fine.

Coach Jon

Hello @wkh,

I can understand your frustration. Generally, we try to gather as much information as we can before we pursue further methods of resolution. I have escalated this issue and will be sure to follow up here when we have further information.

Thanks,

Coach Jon

EWC - 11475985

CommonlyNamed

Same issue and similarly frustrated after months of failing to update.

Currently prompts for the multifactor code but it's never received, regardless if email or text is selected. Identical behavior whether attempting to add a new account or reconnect the existing one

Coach Jon

Hello @CommonlyNamed,

Thanks for reaching out! Is the account that is requesting MFA currently within Quicken Simplifi or are you trying to add a new one?

-Coach Jon

CommonlyNamed

https://community.simplifimoney.com/discussion/comment/46109#Comment_46109

I've tried both - reconnecting an account that was syncing properly before and adding a fresh account. In both cases the password seems like it's accepted but the MFA token is never sent/received while Simplfi is showing a text boxt to enter it

Coach Jon

Hello everyone!

We are now aware of a known issue in regard to California Coast Credit Union that you can follow here for updates:

https://community.simplifimoney.com/discussion/11098/new-12-31-24-california-coast-credit-union-returns-fdp-101-185

We thank you for your patience as we work to resolve this!

-Coach Jon

wkh

I just spoke to CalCoast and they verified that connections through Plaid are working correctly. I use 2 other apps that connect using Plaid and they are working correctly with California Coast. Is there any way for Simplifi to connect using Plaid?

Coach Jon

Hello @wkh,

I am following up with an update from our service provider. They have deployed a potential fix and would like you to try connecting with the bank again in Quicken Simplifi. Let us know how that goes.

-Coach Jon

wkh

Thanks. It does now send the code and does accept the code, but still will not connect. I now get the error shown in the attachment. (FDP-101)

Screenshot 2025-01-03 at 9.53.35 AM.jpeg.png

Coach Jon

Hello @wkh,

Thank you for the reply. Yes, that known issue is what we are aware of, and the one I linked above. I would follow the alert for updates, as we will be posting there when we have more information.

-Coach Jon