Raymond James Invest CA - unable to connect, Care code: FDP-155 (edited)

the_scottster
the_scottster Member ✭✭✭✭
edited December 8 in Adding and Updating Accounts

Been having this issue since last week; worked for years prior to this.

Long time Mint user jumping into Simplifi-world!

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @the_scottster, thank you for reaching out to the Community with this issue!

    When checking your connection attempts from our end, I was able to confirm the FDP-155 error with 'Raymond James invest - CA'. This error typically means that the bank is indefinitely or permanently blocking connection traffic. I was able to reproduce the error in my own Quicken Simplifi using dummy credentials as well, which confirms the block.

    However, since you had the account connected prior, I think we can definitely do some troubleshooting and review the case for escalation to our service provider, who may have more insight into the block. First, let's have you establish a completely fresh connection with the bank so we can show that the error is occurring with a new connection:

    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 things go!

    -Coach Natalie

  • Paradon
    Paradon Member

    Having the same issue, started about two weeks ago. Tried creating new account and still won’t connect. Never had issues with RJ previously.

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Paradon,

    Thank you for letting us know you're encountering this issue. To clarify, were you previously successfully connected to Raymond James invest - CA?

    I look forward to your response!

    -Coach Kristina

  • Paradon
    Paradon Member

    Correct. No prior issues and I hadn’t changed anything on my RJ account or Simplifi config recently.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for confirming,

    To help investigate the issue, please send logs. To do that, please follow these instructions:

    1. Log into 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.

    Thank you!

    -Coach Kristina

  • Paradon
    Paradon Member

    Will do thank you.

  • Paradon
    Paradon Member

    feedback sent

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Paradon, thank you for the information!

    I have submitted this issue to our service provider and will post back here when we receive an update.

    EWC-12092614

    -Coach Natalie

  • Paradon
    Paradon Member

    Thank you

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Paradon, thank you for your patience as this issue was being researched!

    We heard back from our service provider, and they confirmed that Raymond James CA is blocking connectivity. They stated that they have reached out to the financial institution and heard back that they will not be supporting a connection. Our service provider recommends that users contact the financial institution directly to help make them aware of the user impact.

    As for tracking the account in Quicken Simplifi, you can do so manually. Since it sounds like the account is an investment account, it would first need to be disconnected from the bank so holdings can be added and edited. Here are the steps to do so: https://support.simplifi.quicken.com/en/articles/5321064-switch-a-connected-account-to-manual-mode#h_d9c41566d8

    And here is our article that goes over adding and editing holdings in manual investment accounts: https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30

    I would also recommend continuing to try connecting the account every so often in Quicken Simplifi, just in case connectivity is supported again in the future. If you receive the FDP-155 error, that means the block is still in place. But if you are ever able to reconnect, you will be able to link the account back up! https://support.simplifi.quicken.com/en/articles/4959544-how-to-link-accounts#h_b7ba4cd1e2

    I apologize for not having better news, but I hope this helps!

    -Coach Natalie

  • Paradon
    Paradon Member

    Thanks for the follow up. The Raymond James platform is already one of the most useless available. You can view accounts and download documents. No way to actually transact anything so security risks are minimal.

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