Cannot add Wealthfront accounts to my Quicken Simplifi

Cholda
Cholda Member
edited May 9 in Adding and Updating Accounts

Hi - I'm trying to add Wealthfront accounts to my Quicken Simplifi. However, I cannot do so even though I have put in the correct user name and password. From reading the previous discussions, someone raised a similar issue this month. Please see the attached for the screenshot. Can you please help address and let me know when the issue can be fixed? Thank you so much.

Screenshot 2025-04-09 040454.png
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  • Cholda
    Cholda Member

    Please help

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Cholda,

    Thanks for reaching out! Sorry to hear about your recent troubles with Wealthfront. From our side, I can see that you are receiving a FDP-103 error when trying to connect. Typically, you will receive error code 103 when an invalid username and password have been entered for the bank you are trying to connect with. I would verify the following information and steps to verify if this issue is 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 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 the credentials are still valid.
    • 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: & < > / \.

    Additionally, Wealthfront offers customers the ability to create an app-specific password. If you are experiencing trouble adding your accounts, please ensure you are using the correct password.

    • To generate your app-specific password for your Wealthfront account(s):
      1. Log in to Wealthfront, then navigate to Settings.
      2. Under Link Wealthfront to other apps, select Generate an app-specific password.
      3. Follow the steps to create an App Password for Quicken Simplifi.
      4. Add accounts to Simplifi using the new password.

    -Coach Jon

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