Unable to add some EverBank accounts

System
System Administrator admin
edited March 11 in Adding and Updating Accounts

This discussion was created from comments split from:

Everbank FDP-103 error resurfaced.

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  • StephenFarnsworth
    StephenFarnsworth Member

    I am having a new problem with Everbank now. I have multiple accounts with Everbank (mine and one for each of my two children). Mine works now, but the children accounts will nor connect. I have tried adding the accounts and after verifying with a code, Simplifi says I have already added the accts, but it will not refresh the data. Help?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @StephenFarnsworth,

    Thanks for reaching out! Were the children's accounts previously connected within Quicken Simplifi? If you go to Settings > Accounts, do they show as manual there? Are there any other accounts listed in Settings under EverBank? If they weren't previously connected before and this is the first time you are trying to add them, are they not showing up in the list of available accounts to add to Quicken Simplifi? Let us know!

    -Coach Jon

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