Delaware Life Connection - FDP-103 error (edited)

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Comments

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    Still getting the FDP-103 error. So, let us do a debugging session.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Dick_Davis, thank you for giving it another try!

    To request the session, we will need:

    1. Confirm that the email address and phone number listed on your Quicken Simplifi account are your best contact info (please do not share this info in the Community; we can find it in our systems).
    2. Provide your general availability over the next few weeks, and please also include your time zone with this.

    Please also submit fresh logs:

    1. Log in to 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 Natalie

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    @Coach Natalie , the response below will provide the answers to your questions and interest points.

    1. The email and phone number listed in my Quicken Simplifi accounts are accurate and the best way to get in email and voice contact.
    2. General availability: if this is during the day, then we have to set a time block as I will be doing this from work. If in the evening after 6pm Eastern, then I can do from home. So, offer up three-time appointments and I can make the best selection.
    3. Logs have been sent with reference id 496591697497121793 as requested.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Dick_Davis, thank you!

    We can't provide times for you to choose from, but I did file the ticket requesting the session, and I put that you are generally available after 6 PM ET. It will likely take a few weeks before you hear from anyone, but keep an eye out for an email from someone at Quicken; our engineering team will reach out to confirm a set date and time for the session.

    In the meantime, you can track the account manually. Here are the steps to add a manual account: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_933c74c4b4

    And here are the steps for adding manual transactions: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99

    If the account is an investment account, you can add/edit the holdings to keep your records up-to-date:  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi

    If the account is an investment account, you can also add Investment Transactions, if needed:  https://support.simplifi.quicken.com/en/articles/6540220-managing-investment-transactions#h_103b01fa6f

    CTP-13946

    -Coach Natalie

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    Thank you and I have account being tracked manually. Thank you again.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Dick_Davis, hello!

    This issue should now be resolved. Please give the connection a fresh try and let us know how it goes!

    -Coach Natalie

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Dick_Davis, hello again!

    I wanted to check back in to see if you were able to give this another try. Let us know, please!

    -Coach Natalie

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    @Coach Natalie, in the attached image is the message that is received. I tried this twice, on two separate browsers. Also, tried after a restart and the clearing of the Cache.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Dick_Davis, thank you for letting me know!

    I have reopened the ticket, and I will let you know if they end up needing logs or any other info from you. Otherwise, I will post back with the next update!

    -Coach Natalie