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FDP-101 error with SEI Client Connect (edited)

CincyJ

I'm getting an FDP-530 error for the past week or so. Is this a known issue?

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Coach Jon

Hello @CincyJ,

Thanks for reaching out! FDP-530 typically indicates that there was an unexpected error when connecting to our service provider. Are you trying to add an account into Quicken Simplifi or update an existing account? For the latter, I would try a fresh connection. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

-Coach Jon

CincyJ

Thank you, Coach Jon. I made the accounts manual and attempted to add account with a completely fresh connection. When I did that, I get an FDP-103.

CincyJ

Additional info on the error, "We are unable to connect to the SEI client at this time."

Coach Jon

Hello @CincyJ,

Thanks for the reply! I would have you try the following steps to verify the issue is not credential-related:

Verify the bank selected is the correct instance.
- You may see several different instances of your bank that you can add in the Add Account screen. Check to see if you’re using the correct one.
Verify that your login information is correct.
- Type your password/PIN into a text application to ensure you don’t have any typographical errors. Then, copy and paste your login information into Quicken Simplifi to ensure accuracy.
Verify your login at the bank’s website – Try to sign in to your bank’s website using the same login credentials to ensure you've not locked yourself out of the account and that the credentials are still valid.
Check for an app-specific password – Some banks require users to use a specific app password when connecting to a third party. Check with your bank to see if you need to use an app-specific password.
Update your credentials – Try temporarily updating your password at your bank's website and then try again to connect to Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

-Coach Jon

CincyJ

I believe it used to be seiclientconnect.com which it shows in the add account but now is sei-connect.com. This just recently changed. Is there someone that can work to update the provider?

Coach Jon

Hello @CincyJ,

Thanks for the reply again. I would see if the steps I gave work to fix the issue first, and then we can continue troubleshooting if the error persists going forward. Let us know how that goes!

-Coach Jon

CincyJ

I tested each of them without any luck. One thing I did notice is when I logged into sei-connect.com, it did 2 factor authentication.

Coach Jon

Hello @CincyJ,

Did you try updating your credentials on the bank's website, as given in the steps? If so, can you provide the following information:

Have there been recent changes in your banking website? If there are changes, what are those?
What is the exact URL you use to log in to your account (login URL)?
What type of accounts are you adding (banking, investment, debt, etc.)?
Please provide a screenshot of your bank account summary page that includes the URL. You’re welcome to remove or obscure any personal information.
Document the format of your password (DO NOT provide your actual password!). For example, "Quicken123$" would be coded as "Xxxxxxx###$", where a capital "X" indicates a capital letter, a lowercase "x" indicates a lowercase letter, and a "#" indicates numbers; the actual special characters used will need to be provided.

Thanks,

Coach Jon

CincyJ

I did change the password and still no luck.

These accounts used to be through accessmyportfolio.com which moved to seiclientconnect.com. It appears the site now is sei-connect.com.
https://login.sei-connect.com/login/credentials
Investment
I will get this later.
I'm not going to provide this. Just know I'm not using any of the special characters you said not to use in the previous comment.

Coach Jon

Hello @CincyJ,

Thanks for the requested information! In order to escalate this issue we will need the format of the password as well as the screenshot, so let us know when you can provide that information.

-Coach Jon

Jaleckson

Coach Jon. I'm having the same issues and have followed all your steps. My answers are all the same as CindyJ. Attached is screenshot. Here is password format

5. Xxxxx%XxX#Xx

Screenshot_20250301-211642.png

Coach Natalie

@Jaleckson, thanks for letting us know!

When viewing your connection attempts from our end, I see an FDP-530 error instead of an FDP-103 error. To clarify, the steps and info Coach Jon requested was for a 103 error. With that, for the FDP-530 error that you're receiving, is it occurring on an existing account in Quicken Simplifi, or is this your first time attempting to add this bank?

We look forward to your reply!

Dizziness8

Having the same issues as @jaleckson & @CindyJ.

Jaleckson

Yes, I see where the conversation shifted to FDP-103 in this chain. Both related to a recent change where SEI is not working for both @cindyj and I.

Existing account - SEI. Was working last week however is no longer working. I am attempting to Connect (via settings + accounts) using my username and password.

I am able to log into SEI on website (and mobile app) with credentials

JoeCam

I'm experiencing the same issue. It briefly worked last week after showing the error message: “We are unable to connect to SEI Client Connect at this time. Care Code: FDP-530.” However, I use Fidelity to aggregate my SEI accounts, and that feature is working if that helps.

Coach Natalie

Thanks, everyone!

I submitted an escalation for one of your cases and will see what our service provider says. We should have a response sometime tomorrow, and I will post back to update you all!

EWC-11623478

Dizziness8

Much appreciated Natalie!

Coach Natalie

Hey again, everyone! Our service provider confirmed that this is a known issue, and they provided us with a ticket number to track it. We have created an Alert in the Community that you all can now follow for updates:

https://community.simplifimoney.com/discussion/11751/new-3-4-25-sei-client-connect-returns-a-530-error

Thank you for your patience as this issue is worked on!

Dizziness8

I got an email that this resolved, but once the connection goes through, it’s asking me to validate either via text message or a voicemail which I never get a code to verify.

Coach Jon

Hello @Dizziness8,

Thanks for the follow-up! Can you please answer the following questions so we can verify what is specifically happening in your case?

Are the options presented correctly? (i.e., for SMS messages, does the last four of your phone number look correct?)
- If you see wrong options, try to sign into the bank's website to ensure accurate information.
After selecting their preferred method, how long have you waited to allow the code to come through? Does the code eventually come through but is now expired?
Is there an alternative method you can select to receive the code? If so, do you receive the code that way?
Do you experience this on both web and mobile? Do you receive the code through one and not the other?

-Coach Jon

Dizziness8

Hi Coach Jon,

Thanks for reaching out.

My profile on SEI’s website for my mobile phone is listed correctly. As you can see from the screenshot, I included there are no last four digits of my phone number showing up to verify. I have tried both the call option and the text option on both my mobile phone using the app as well as desktop. I also checked the SEI website under my profile to see if there is a 2FA setting. I came up empty there as well. I can’t, however, successfully login into SEI’s website by itself.

Can you verify what website the fix was for?

My attempts above are logging into SEI Connect as the institution.

Please advise.

Regards,

Mary

Coach Jon

Hello @Dizziness8,

Thanks for the reply. To clarify, you stated that you also cannot see if there is a multifactor authentication setting available within the SEI Client Connect website. I ask because if you can find that setting, I would see if temporarily turning off the MFA setting and then logging into Quicken Simplifi would allow you to connect. I would also see if there are any additional security features enabled by your bank that may be causing this issue. Let us know!

-Coach Jon

Dizziness8

John, now I can get into the multifactor authorization to receive a code but once I put in the code, I get this error message

Coach Jon

Hello @Dizziness8,

Thanks for letting us know. I am glad that the MFA is working now, at least. Can you let us know if you are adding your account for the first time into Quicken Simplfi or are you trying to update an existing account? For the latter, I would see if a fresh connection works here. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

-Coach Jon

Dizziness8

Hi Jon-

My previous post regarding FDP-101 was me entering SEI as a new account.

I took your advice and added the account manually and then tried to initiate a connection. No dice multi factor is still working, but I got he exact same error code.

Coach Jon

Hello @Dizziness8,

Thanks for following up. From our side, I see that your most recent error is an FDP-103 error for SEI Client Connect. Are you still receiving the FDP-101 error? Or is this new FDP-103 error what you are now receiving when trying to connect?

-Coach Jon

Dizziness8

Hi Jon,

FDP-101 is my current error.

Coach Jon

Hello @Dizziness8,

Thanks for the information. I can now see that error myself from our side. I have submitted this information to our service provider and will be sure to follow up here with any status updates on the issue.

EWC - 11679855

Dizziness8

I appreciate you validating I’m not crazy. Thank you for continuing to follow up. I hope you have a great weekend.Continuing to follow up thank you for continuing to follow up. I hope you have a great weekend.

Dizziness8

Hi Jon!

I got a weird 2FA SEI access request in the middle of the night so I thought I would do another attempt to link the account. This round I’m getting a FDP-102 error.
Regards,

Mary