FDP-530 error with SEI Client Connect (edited)
I'm getting an FDP-530 error for the past week or so. Is this a known issue?
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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
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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.
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Additional info on the error, "We are unable to connect to the SEI client at this time."
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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
0 - Verify the bank selected is the correct instance.
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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?
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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.
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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
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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.
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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
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@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!
-Coach Natalie
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Having the same issues as @jaleckson & @CindyJ.
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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
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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.
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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
-Coach Natalie
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Much appreciated Natalie!
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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:
Thank you for your patience as this issue is worked on!
-Coach Natalie
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