Support for E-Trade 2FA

llamafilm

As mentioned previously in this post (https://community.simplifimoney.com/discussion/6367/fdp-103-error-with-etrade-edited)

When 2FA is enabled for my E-Trade investment account, Simplifi prompts for the 2FA code every time I open the app. Are there any plans to fix this? It would be great to hear from Simplifi devs whether this is technically possible given E-Trade's security posture. All my other accounts with other institutions work fine, presumably because Simplifi obtains a long term token which does not require 2FA.

Coach Jon

Hello @llamafilm,

Thanks for reaching out! Some banks have increased their security measures to protect your financial information and require verification with each connection attempt. Due to this change, you might be asked to complete a multifactor authentication (MFA) with each account refresh in Quicken Simplifi.

While we understand how frustrating this may be, this process is in place to protect you and your account information. We don't have a way to prevent these requests.

Additionally, we now can schedule account updates. This can be helpful for those dealing with persistent MFA.

New Feature Alert: Ability to schedule account updates!

Coach Natalie

Dec 19, 2024

As of the 4.39.0 Web Release, Quicken Simplifi Web App users will see the ability to schedule account updates! This will allow users to set the interval that they'd like each bank to be updated, or to turn off updates altogether. The expected release of this feature on the Quicken Simplifi Mobile App is at the beginning of January!

You can access this new feature under Settings > Accounts. You will see a "Manage Updates" option in the three—dot menu of financial institutions. You can customize the update interval for each connected institution!

https://us.v-cdn.net/6031920/uploads/UR01CPBI2P0C/screenshot-2024-12-19-at-10-45-40-e2-80-afam.png

Please note that this feature does not allow Quicken Simplifi to update your accounts without signing into or opening the app. It also will not allow Quicken Simplifi to connect with your banks more often than the aggregation limit of every 4-6 hours. But this enhancement will help with banks that have persistent MFA prompts, and so much more!

Another nifty enhancement that was added with this feature is a "Last Updated" timestamp! This can be seen in individual accounts, as well as under Settings > Accounts. It's interactive and will let you manually refresh the bank within the 4-6 hour aggregation limit.

https://us.v-cdn.net/6031920/uploads/FBSN4E0GEMVG/screenshot-2024-12-19-at-11-54-46-e2-80-afam.png

We'd love to hear from you on this new feature! Please navigate to our feedback post to tell us what you think:

https://community.simplifimoney.com/discussion/11002/ability-to-schedule-account-updates-share-your-feedback-here

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-Coach Jon

llamafilm

Got it, thanks. I’ve actually moved my brokerage away from E*trade to another institution because of this.

I saw that new feature but honestly don’t think it’s very useful. I want all my accounts to be kept up to date at all times, automatically.

Coach Jon

Hello @llamafilm,

Thanks for the reply! I definitely understand the need to have your accounts updated when you need them. This is why we believe this new feature works well with users who would like the ability to schedule those account updates. Let us know if you need anything else!

-Coach Jon