"You have already added all your accounts" message with Voya Financial
This discussion was created from comments split from:
"You have already added all your accounts" message with Manulife Bank of Canada (edited).
Comments
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Same issue but with Voya.
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I have had my Voya Financial account connected to Simplifi, but it hadn't updated successfully in months.
I deleted the connection and tried to re-add it. I can successfully log-in to Voya through Simplifi and select my Voya accounts to add. However, I am then shown the message "You have already added all your accounts at this bank." I can now see Voya Financial listed as one of my accounts, but none of my individual Voya accounts or their balances are listed. I have tried logging in and out several times and have deleted the blank Voya account listing several times. I also tried to add Voya through the phone app but received the same error message there.
Please advise how to resolve this connection.
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@samsonite, thanks for reaching out to the Community!
When viewing your connection attempts from our end, I see successful connections with Voya Financial. To clarify, when you had the accounts connected prior, do you recall if they were connected to the bank option listed as "Voya Financial"? And at what point did they stop updating? Also, what is the exact URL you use when signing in to the bank's website?
I would also recommend checking under Settings > Accounts for Voya to be listed anywhere on the page. It sounds like you already did this, and it sounds like you also possibly deleted an empty institution under Manual Accounts, but it's hard to be sure from your description.
The financial institutions are listed by grouping, and it will be the financial institution you are looking for (Voya), not individual accounts. And by "empty institution", I am referring to a bank listed below 'Manual Accounts' with no accounts under it.
Do you see Voya listed anywhere on this page? Let us know!
-Coach Natalie
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"To clarify, when you had the accounts connected prior, do you recall if they were connected to the bank option listed as "Voya Financial"? And at what point did they stop updating?" - I don't recall the specific Voya name. It stopped updating months ago (I believe that it said 106 days), but I hadn't noticed until today.
"Also, what is the exact URL you use when signing in to the bank's website?" - I've logged in through or
"I would also recommend checking under Settings > Accounts for Voya to be listed anywhere on the page." - Each time that I've tried re-adding Voya, it becomes what you describe as an "Empty Financial Institution" with no accounts listed below it. The connect, edit, etc. options under the three dot menu on the right side did not help. I've deleted it each time, so it's not on the page now.
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@samsonite, thank you for the information!
Based on the login URL you use, I'd say that the "Voya Financial" bank option is the correct one to use in Quicken Simplifi. Since Voya is one of our OAuth API banks, let's have you try this step, if possible, and then attempt to connect again in Quicken Simplifi:
- Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
Please also try the following, wherever possible, to see if any of them resolve the issue for you:
- Try connecting to the bank from a different browser or in incognito/private mode, in case something in your primary browser is blocking the connection flow
- If/when you are presented with the list of accounts to authorize during the bank's authorization flow, ensure you are leaving all accounts checked, if applicable, even if there are some you don't want to add (you will be able to ignore the ones you don't want to add once you are back in Quicken Simplifi)
- If/when you are presented with the list of accounts to authorize during the bank's authorization flow, ensure the account you want to connect is presented (if applicable); if it's not, you will likely need to contact the bank to have the account authorized for third-party access
If the issue persists after exhausting all of these potential culprits, please provide the following data so we can review the case for escalation:
- Has there been any activity in the account in the last 90 days?
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
- A screenshot of the Add Account screen in Quicken Simplifi showing the "You have already added all your accounts" message.
Please also submit your logs via the 'Send Feedback' option:
- Log in to the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
We look forward to hearing back from you!
-Coach Natalie
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Hello,
I'm facing the same issue with Voya Financial. I'm unable to see the Quicken in Voya Financial's data sharing section of that online account. I've deleted Voya Financial from Simplifi multiple times and tried all the troubleshooting options shown above. I've answered the questions you raised below.
- Has there been any activity in the account in the last 90 days?
- Yes. This is a retirement account and a stock grant account and there's regular activity each month.
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- No. Both accounts are presented natively in the Voya Financial experience.
- Is the account a subtype of a different account?
- No. These are two separate accounts.
- Has the bank made any recent changes to its website or sign-in process?
- No.
- Are you the owner of the account?
- Yes.
- The name of the account, as it appears on the bank's website.
- Mastercard Savings Plan; Mastercard Restricted Stock Plan
- If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
- I deleted the institution and the accounts, but it used to be: Voya Financial 401(k) Account (Mastercard Retirement Plan); Voya Financial Investment Account (Mastercard Stock Grant)
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
- A screenshot of the Add Account screen in Quicken Simplifi showing the "You have already added all your accounts" message.
- I was unable to trigger this message again. Instead, the error message shown below was presented.
0 - Has there been any activity in the account in the last 90 days?
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@alamantia87, thanks for joining the discussion and providing information!
When checking your connection attempts with Voya Financial from our end, I see successful connections. What is the specific error message you're receiving?
It looks like your screenshots for numbers 8 and 9 didn't come through. Please post those when you have a chance! It also doesn't appear that logs were submitted.
- Log in to the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
We look forward to hearing back from you!
-Coach Natalie
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Hello,
I’m unable to take screenshots you requested due to the error message I received:
blob:https://community.simplifimoney.com/6fe03c8a-2077-4fbd-b1f8-d9ee781f3cf3
blob:https://community.simplifimoney.com/df882dd1-4e2d-4b49-90b0-58d929a47176
I’m also unable to send feedback as you can see in this screenshot:Here’s another error I received while attempting to add the account in private browsing mode:
This XML file does not appear to have any style information associated with it. The document tree is shown below.
<Errors xmlns="http://schema.intuit.com/platform/common/error/v1">
<error>
<code>AuthenticationFailed</code>
<type>INPUT</type>
</error>
</Errors>
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@alamantia87, thanks for the reply!
It is still unclear which specific error you're primarily seeing, and your latest screenshots didn't come through either. We will need to gather that data from you to review the issue further.
Is there anything with the process of taking and uploading screenshots that we can help with? Otherwise, you may need to contact our Chat/Phone Support team directly so they can walk you through gathering the required data:
-Coach Natalie
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Hi Natalie,
Unfortunately the webpage doesn’t seem to be accepting my screenshots either pasted or uploaded. Would it be possible for me to email them instead?
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@alamantia87, we don't have an email option. What file format are you using for the screenshots? The Community should accept PNG files, as well as JPEG/JPG. Can you try one of these for your screenshots?
Otherwise, I can email you a link to our Secure File Exchange so you can upload them there, or you'd need to contact our Chat/Phone Support team directly, as previously mentioned.
Thanks!
-Coach Natalie
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Hello,
I’ve attempted to upload a screenshot again. This file is in PNG format.
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@alamantia87, thank you for that!
It looks like that screenshot is from before actually connecting to the bank, meaning you have not entered your personal login information. Is that correct? If so, it seems you are posting to the wrong thread, as the issue here is for a "You have already all your accounts at this bank" message that appears after entering your personal login information to connect to the bank.
For the specific error you're receiving, I don't personally see this when selecting 'Voya Financial' from the bank list in Quicken Simplifi. I would suggest trying from a different browser, as well as outside of peak hours, such as in the evening. I would also recommend ignoring the message and clicking "Sign In" anyway, if possible.
If you're still unable to connect due to the same error message shown in your screenshot, please create a separate post to report the separate issue so proper troubleshooting can proceed, and we can keep this thread on topic to the "You have already all your accounts at this bank" issue.
Much appreciated!
-Coach Natalie
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Hello,
I tried logging in again and these are the screenshots. I can’t even log in anymore to add the accounts.
[edited images to reduce size]
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@alamantia87, if you're not receiving a "You have already all your accounts at this bank" message after entering your login information and connecting to Voya Financial in Quicken Simplifi, you are posting to the wrong thread.
Please create separate posts to report any separate issues so this thread can stay on topic:
@samsonite, please let us know when you're able to provide the info in my last message to you, if the "You have already all your accounts at this bank" message is still occurring with Voya Financial in Quicken Simplifi for you:
Thanks!
-Coach Natalie
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Hi Natalie,
I received that message in the beginning which is why I posted in this thread. I’m simply unable to reproduce that message now as I’m unable to advance past login as shown in the screenshots.
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Understood. However, we’ll want to troubleshoot issues that differ from the main topic in this thread separately so we don’t detract from the original discussion or from the OP receiving help for their issue. If you experience the "You have already added all your accounts at this bank" message again in the future, please be sure to let us know here.
I hope this makes sense, and we look forward to seeing your other post and working with you there on your current issue.
-Coach Natalie
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