Florida Prepaid College Plan no longer connecting (FDP-101)

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Comments

  • Coach Jon
    Coach Jon Moderator admin
    edited August 27

    Hello @kc8,

    Thanks for the reply. I can still see that you're receiving the FDP-103 error with this financial institution, which is different from the FDP-101 error reported in the other thread. We like to keep different errors in separate threads to better track specific issues occurring, and this also helps other users experiencing these same issues locate and chime in on these threads.

    If you can, please provide the following information, and we can work on getting this issue reported as well:

    • 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?
    • What is the exact URL you use to log in to your account on the bank's website?
    • What type of account(s) are you attempting to connect in Quicken Simplifi?
    • 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

  • kc8
    kc8 Member
    edited August 27

    @Coach Jon - I have both RDP-101 and 103. See screenshots between this one and the previous post.

    • The name of the account(s), as it appears in Quicken Simplifi.
      image.png
    • The name of the account(s), as it appears on the bank's website.
      image.png image.png image.png
    • Has there been any recent changes made to the bank's website or its sign-in process?
      Yes. See my previous post: image.png (777×210)
    • What is the exact URL you use to log in to your account on the bank's website?
      Also as reported previously: https://myaccount.myfloridaprepaid.com/s/login/?language=en_US
    • What type of account(s) are you attempting to connect in Quicken Simplifi?
      529 / college prepaid accounts
    • 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).
      There is no one place showing accounts and balances at the same time. Here we show accounts, and each of the green checks would lead you to another pages for balances, which is
      image.png
    • 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.
      Two special characters here: [removed - privacy]
  • Coach Jon
    Coach Jon Moderator admin
    edited August 27

    Hello @kc8,

    Thanks for the requested information. For the Accounts Summary page screenshot, I noticed the Dashboard tab from your screenshot. Would that tab list your accounts and balances?

    -Coach Jon

  • kc8
    kc8 Member
    edited August 27

    @Coach Jon - So the dashboard is showing aggregated monthly payments (of course, right?), but no account info, nor balances for the accounts.

    image.png

    So to clarify a bit, the state offers 2 types of plans: (a) the tuition prepaid plan, and (b) the investment plan. I have 2 kids, and as you can see, one of them has only the investment plan, and the other one has both plans.

    Back in June, (and before the website change,) Quicken Simplifi was able to see the account names and account #s, as well as the balances of each plan.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 27

    @kc8, thank you for the information!

    Before escalating the FDP-103 error, I see that you have not yet tried establishing a completely fresh connection with the bank. Please do so by following these steps, and then let us know if you're still receiving an error and what the error is afterwards:

    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.
    3. If the 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!

    -Coach Natalie

  • kc8
    kc8 Member
    edited August 27

    @Coach Natalie - I would not be able to add. See the screenshot.

    image.png

    … and I think I have tried this before. Also see one of my screenshots on 8/17.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 27

    @kc8, thanks for the reply!

    To clarify, did you follow the steps of making the account manual and then going back through the Add Account flow? I ask because your latest connection attempts indicate that you did, and I now also see the FDP-101 error, which means that the FDP-103 error was likely never valid. This is why we have users follow these steps — to confirm the error with a fresh connection.

    With that, it looks like the user in the other thread has a session scheduled with our engineering team and service provider. I would recommend following along there for updates while they work on things:

    In the meantime, you can track the account manually to keep your records up-to-date. Since it sounds like the account is an Investment Account, you would leave it in its "manual" state so you can add/edit the holdings:  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi

    Thank you for your patience as this issue is being worked on!

    -Coach Natalie

  • kc8
    kc8 Member
    edited August 27

    To clarify, did you follow the steps of making the account manual and then going back through the Add Account flow?

    Yes I did.

    I ask because your latest connection attempts indicate that you did, and I now also see the FDP-101 error, which means that the FDP-103 error was likely never valid. This is why we have users follow these steps — to confirm the error with a fresh connection.

    And this is the same reasons why I think this thread should not have been split to begin with. Now that we know more, and in agreement, please help reverse what Coach Jon did, and merge this thread back with the other thread that was started by @rp343.

  • kc8
    kc8 Member
    edited August 27

    @Coach Natalie - please also note that the @rp343 has been waiting for Engineering to reach out to him/her. Can you check whether the Engineering did or did not? If so, when was that?

  • rp343
    rp343 Member ✭✭

    @kc8 @Coach Natalie @Coach Jon ,

    Just to provide an update, I worked with a resource who scheduled time with me on 08/21 to shadow my session and collect log data. I was not provided an ETA on resolution, but they did confirm this is indeed an issue which affects all users for this bank at the moment. No further updates so far.

  • rp343
    rp343 Member ✭✭

    Hello, any updates on this? Been about 3 weeks since I worked with the support team to collect and submit the log data and have yet to be provide any feedback or ETA.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @rp343,

    I can confirm that the ticket is still being worked on from our side by our product team. We will be sure to update this thread when a resolution or update has been shared with us.

    Thank you for your continued patience!

    -Coach Jon

  • rp343
    rp343 Member ✭✭

    Hi, just following up again now that its been another month with no updates.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for the follow-up,

    I checked the ticket and can see it's still being worked on. There are no new updates yet, but once we have an update or a resolution, we'll be sure to post here to let you know!

    Thank you!

    -Coach Kristina

  • rp343
    rp343 Member ✭✭

    Hello, could I please be provided some updates on this? Its been yet another month and seems like this is not actually be worked on anymore, as there has been no progress details. I would appreciate an honest answer if there is no intention to resolve this so I can make a decision on my upcoming renewal.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @rp343,

    I understand how important this issue is to you, and I want to assure you that our product team is diligently working on the ticket. We’ll keep you updated as soon as we have any updates!

    -Coach Jon

  • kc8
    kc8 Member
    edited November 13

    What is the ticket ID, and when was the latest "modified date", of the said ticket?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @kc8,

    Thanks for the reply. Upon reviewing the issue (CTP-13871), I can confirm that this ticket was last updated two days ago.

    -Coach Jon