Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

MandM
MandM Member

Cedar Rapids Bank and Trust updated their login process and website recently. It has been two weeks since I've been able to access my account.

Are there any plans on fixing this connection, and if so, what date can I expect to access my account within Quicken?

Thank you

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    Thanks for reaching out! I can see the error you are receiving from our side for you as well. In this case, I would see if a fresh connection would resolve the issue. 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

  • MandM
    MandM Member

    Unfortunately the institution website changed, so the old crbt.com (which is the only link available when attempting to add the account) is not the correct one. The new crbt.bank would need to be added in order to connect to the bank.
    Do we have an idea of when the new crbt.bank would be added?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    Thanks for the reply. Did you try the above step I provided regarding making the account manual and then re-linking to get a fresh connection to see if that works? If you have, and that did not work, can you supply the new URL you stated was updated on the bank's website?

    -Coach Jon

  • MandM
    MandM Member

    I tried that step, but the my personal account for crbt.bank is not an available option.
    Quicken / Simplifi is not useful to me unless I can access my personal crbt.bank account.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your reply,

    To clarify, is crbt.bank the exact URL you use when logging into your account directly through the financial institution website? If not, please provide the exact URL, since I can use this information to check if we have an existing connection option that should work.

    I can see that when you attempt to connect to Cedar Rapids Bank & Trust-Business, it gives you a FDP-103 error. Is that what you're seeing on your end also, when you attempt to use that connection?

    I look forward to your reply!

    -Coach Kristina

  • MandM
    MandM Member

    https://consumeronlinebanking.crbt.com/crbtonline/uux.aspx#/login is the exact URL that I use when logging in from a web browser.

    I have a Personal account, not a Business account, so the "Cedar Rapids Bank & Trust-Business" cannot be used to sign in. I expect there to be a "Cedar Rapids Bank & Trust-Personal"

  • MandM
    MandM Member

    The business account URL is https://businessonlinebanking.crbt.com/CedarRapidsBankandTrustOnline/uux.aspx#/login

    And I do not use it login

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your reply,

    When I check our listing of supported financial institutions, I'm not seeing any connection options that use the URL you provided (https://consumeronlinebanking.crbt.com/crbtonline/uux.aspx#/login). That implies the financial institution hasn't yet provided us with the updated information after they updated their website.

    In your original post, you mentioned that you were previously able to connect, and in one of your later responses, you mentioned you no longer see the option in Quicken Simplifi. Do you recall which connection option you were using?

    Thank you!

    -Coach Kristina

  • MandM
    MandM Member

    I want to say it was something like https://onlinebanking.crbt.com/auth/SignIn
    At least that is what my browser history shows.
    The only time I ever looked at options with Quicken Simplfi would be when I first signed-up, so I do not recall the specific options present to me.

    What are the next steps to solve this?
    Is CRBT expected to send Quicken updated login information whenever the website changes, or is Quicken expected to request that login information when issues with logging in occur?
    Or has Quicken already requested that information?

    Thank you for taking the time for this!

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    Thanks for the reply! If you can send logs to us, this would help us investigate the issue you are seeing further.

    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

  • MandM
    MandM Member

    Done.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    Thanks for the reply. I have escalated this issue to our service provider and will follow up here when we have more information.

    -Coach Jon

    EWC - 11742102

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    I am back with an update on this issue from our service provider! They confirmed this was a valid login error. To resolve this issue, they would like for you to try signing into the bank's website. If you can log in, please return to Quicken Simplifi and try accessing the accounts using the credentials you used to access the bank's website.

    If the issue persists, please let us know and also provide an error screenshot from within Quicken Simplifi as well as a screenshot showing the account summary webpage with the URL visible from the bank's website.

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    I am reaching out again to check if you have seen my previous message from our service provider. Let us know, thanks!

    -Coach Jon

  • mdockter11
    mdockter11 Member
    edited May 12

    I am also a Cedar Rapids Bank & Trust customer and cannot connect my accounts with the instructions provided. I visited the bank's new URL (https://consumeronlinebanking.crbt.com/crbtonline/uux.aspx#/login), reset my password, and logged in, and it worked fine. I used the same new credentials to attempt to log-in on both the Quicken Simplifi website and app using the only account option listed when searched, Cedar Rapids Bank & Trust - Business, and received the FDP-103 error code. As @MandM said, this is the incorrect URL option for personal account holders which is why it is giving us the "invalid credentials" error code.

    The new personal account holder login - https://consumeronlinebanking.crbt.com/crbtonline/uux.aspx#/login - needs to be added to the list of account options by Quicken.

    I submitted a request through the Quicken Simplifi website to have that URL added. Please advise when this is completed. Thank you!

  • mdockter11
    mdockter11 Member

    here are the requested screenshots

    Screenshot 2025-05-12 124900.png Screenshot 2025-05-12 125212.png
  • Coach Jon
    Coach Jon Moderator admin
    edited May 12

    Hello @mdockter11,

    Thanks for reaching out and supplying that information! I can see the FDP-103 error for you as well from our side. Can you provide the following information to help us investigate this issue. This information can be sent via DM if you prefer:

    • The name of the account(s), as it appears in Quicken Simplifi.
    • The name of the account(s), as it appears on the bank's website.
    • What type of account(s) are you attempting to connect in Quicken Simplifi?
    • 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.

    Can you also provide logs to better assist us with investigating this issue?

    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

  • Coach Jon
    Coach Jon Moderator admin

    Hello @mdockter11,

    Thanks for the information! I went ahead and escalated this to our service provider and will be sure to follow up here when we have next steps to give.

    -Coach Jon

    EWC - 11766078

  • Coach Jon
    Coach Jon Moderator admin

    Hello @mdockter11,

    I am back with an update from our service provider. They did confirm this was a valid login error. Do you know when Cedar Rapids Bank and Trust updated their website URL to the one you gave in a previous reply? What type of account(s) are you attempting to connect in Quicken Simplifi?

    -Coach Jon

  • mdockter11
    mdockter11 Member

    Yes, the outage was March 17-21, 2025 while they made the upgrades.

    I have attached the guide the bank sent us when the upgrade happened in case that is useful.

    They are checking and savings accounts.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @mdockter11,

    Thanks for the information. Let's have you try the following steps, so that we can narrow down what is happening here:

    1. Verify 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.
    2. 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 the credentials are still valid.
    3. 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.
    4. Update your credentials – Try temporarily updating your password on your bank's website and then try again to connect to Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

    Let us know how this goes!

    -Coach Jon

  • MandM
    MandM Member
    edited May 16

    I've given up on convincing Quicken that CRBT is using a new connection method for their personal accounts. Even screenshots that show that current logins do, in fact, work, does not seem to convince them.
    I am not sure why it is hard to understand that "Cedar Rapids Bank & Trust - Personal" is not an option when attempting to add an account. Updating credentials won't matter in this case.

    [removed] has no problem logging in. Looks like it using something called "Plaid" to facilitate the login

    image.png

    Good luck.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    I can understand your frustration. When we ask for this information and troubleshooting steps, we do so in order to establish a root cause. Once we are able to do this, we can then present this information to our team in order to investigate further. If you can also verify the above steps, it would definitely assist us with investigating this issue.

    -Coach Jon

  • MandM
    MandM Member

    I'll try one more time to help out others who would like their Cedar Rapids Bank & Trust - Personal connection back.
    This is what Simplifi looks like when I try to add a CRBT account:

    image.png

    Notice only one option? There used to be two options: Business and Personal
    This is what a competing service looks like when I try add a CRBT account:

    image.png

    Since Simplifi only has the Business connection available, and since I do not have a Business account, changing my login credentials won't help in this case.

    In other words, there is nothing I can do on my end until the Personal account is available again.

    Cheers.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    Thank you for your reply. We do not think you are lying in any capacity when you share that the personal connection is not available within Quicken Simplifi. However, we will still need you to complete the above steps to verify that all work has been done beforehand to establish what may be occurring with this connection. Once done, if you can provide the following information, we can present this for escalation:

    • The name of the account(s), as it appears in Quicken Simplifi.
    • The name of the account(s), as it appears on the bank's website.
    • Has there been any recent changes made to the bank's website or its sign-in process?
    • A screenshot of the Accounts Summary page from the bank's website that lists all accounts and balances (feel free to redact any personal info) and has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
    • 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.

    -Coach Jon

  • MandM
    MandM Member

    Hey Coach Jon

    Are you able to answer any of the questions you asked with the information provided previously in this thread?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    Thank you for following up. Going back through the thread, I do see that you listed that the website URL did change, so thank you for that information. I do not see that any of the other requested information has been provided as of yet. You may feel free to DM this information if you prefer.

    -Coach Jon

  • mdockter11
    mdockter11 Member

    @MandM I did call CRBT the other day and they verified that they knew this was a problem and they are working on it - they said within the next 8 weeks hopefully. So I guess maybe the bank is working on it and we just have to be patient.

    @ Coach Jon, I did complete all the steps from your message on May 14.

  • MandM
    MandM Member
    edited May 20

    Do you understand why "The name of the account as it appears in Quicken Simplifi" is impossible to answer?

    Edit: Thanks for heads up, @mdockter11

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MandM,

    I am not sure I understand. Does the account you are trying to connect no longer exist within Quicken Simplifi? If that is the case, you can ignore that first bullet point. Let us know when you can provide that information!

    @mdockter11, Thanks for letting us know about the bank's side and for completing the troubleshooting steps given! If they did not work in helping you connect, please provide the following information, if you will, so we can get this issue escalated. Feel free to DM this information again.

    • The updated 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.

    -Coach Jon