Please add Neuberger Berman Private Wealth

zjrosenfeld987

Hi,

Neuberger Berman updated the url for their user web portal, resulting in the old one no longer working for Simplifi. The new web portal can be accessed here: https://www.nbprivatewealth.com/en/client-portal

Please update the integration so I can view my brokerage account in Simplifi again. Thank you!

Coach Natalie

@zjrosenfeld987, thanks for posting to the Community!

I went ahead and moved this out of Missing Financial Institution Requests so we can do some troubleshooting and potentially escalate the issue you're now experiencing.

With that, I see from our end that you're receiving an FDP-103 error with the 'Neuberger Berman BD LLC' bank option. Is this the bank option you were connected to when the account was working? There is also a different bank option listed as 'Neuberger Berman - Mutual Fund Access' — have you given this one a try?

Please start by following these steps to establish a fresh connection with the bank, and give both bank options a try:

1. Make all of the accounts with this bank manual by following the steps here.
2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank and use the 'Neuberger Berman BD LLC' bank option.
3. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
4. If the connection is not successful, go back through the Add Account again and select the 'Neuberger Berman - Mutual Fund Access' option.
5. If that connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know how it goes!