FDP-101 error with SEI Client Connect (edited)

Coach Jon

Hello @Dizziness8,

Thanks for letting us know. The issue I escalated to our service provider came back, and they did state that the FDP-101 error should be resolved. If you are now receiving an FDP-102 error, I would allow 24-48 hours for the error to resolve itself, as is usually the case for this type of error. If the error is not resolved within that timeframe, be sure to let us know.

I would also have you please provide logs.

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Jon

Dizziness8

OK I’ll try testing this Friday morning!

CincyJ

The connection now works and pulls the account names in. Unfortunately it isn’t pulling and details like balances.

Coach Jon

Hello @CincyJ,

Thank you for letting us know! We are aware of this known issue, and we do have an alert you may follow for updates while we work to resolve it:

https://community.simplifimoney.com/discussion/12037/new-04-08-25-sei-client-connect-returning-a-0-balance-in-the-accounts-list

To better assist us, can you provide the following information? This way, we can add your information to the ticket, and this should give us more information to work with for resolution.

• The account balance that should be showing in the Account List.
• The balance that should be showing in the Porfolio within Quicken Simplifi.
• A screenshot of your Account List within Quicken Simplifi, showing the $0 balance.
• A screenshot showing your Holdings/Portfolio balances.
• A screenshot showing the balances and holdings on the bank's website.
• A screenshot showing the Account Summary from the bank's website.

We will also need logs to be sent if you please will do that for us as well:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Jon