Unable to connect my Alterna Bank account - FDP-103 (edited)

David LH

I just bought a subscription to Simplifi. In the 'get started' menu, I am trying to set up a connection to my account with Alterna Bank, a Canadian credit union that is in Simplifi's drop-down menu. When I put in my login ID for my Alterna account and the password, I get a whirling-around symbol for some minutes, then a default to the original entry display. After a few tries, I am asked to check the user IID and password, which I do by logging into my account successfully on the Alterna website. How do I get the system to accept my login ID and password, and connect to my Alterna account? (Note that I cannot post this question from within Simplifi, because I am stuck in the get started introduction.)

David LH

I resolved this situation by abandoning the attempt. I was able to import successfully data from my account at RBC Royal Bank of Canada. When I then got into Simplifi and asked the chatbot for advice, I discovered that the website of Alterna Bank in the Simplifi list was not the website of my bank. So I imported the data manually. I mention all this so that others might be able to work around a similar problem.

Coach Jon

Hello @David LH,

Thanks for reaching out! I can see from our side that you are receiving an FDP-103 error when trying to connect. Typically, users will receive this error when an invalid username and password have been entered for the bank they are trying to connect with.

I would have you follow the steps below to see if they help resolve the problem here:

• 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.
• 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.
• 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: & < > / \.

-Coach Jon