Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

Coach Jon

Hello @sgreenstonenj,

Thanks for the quick reply. I am glad you are no longer receiving the previous error, at least, as it means things are being fixed, even if this new error is now occurring.

With an FDP-106 error, users may generally receive this error if an account name or number changes at the bank or if an account is closed. Let's have you try the following steps to see if they resolve the current issue:

1. Refresh the connection
   1. Move your cursor to the top right and click Settings (gear icon).
   2. Select Accounts.
   3. Click + Accounts.
   4. Choose the bank whose connection you want to refresh.
      ​
2. Link your existing accounts
   1. Enter the User ID and Password you use to sign in to your bank's website.
   2. Click Connect (you might see Continue depending on the connection type).
   3. Review the accounts found
      You’ll see each account’s:
      • Account Name.
      • Account Type.
      • Action that Quicken Simplifi will take.
   4. Open the Action dropdown and choose the existing Quicken Simplifi account that the bank account should link to.
      • Important: Do not leave the Action set to “Add as New (no link)”, or Quicken Simplifi will create a duplicate account.
        ​
3. Click Add when finished.

If these steps do not work, please supply new logs to us:

1. Log in to the Quicken Simplifi Web App.
2. Select the Profile icon in the upper-right corner of the screen.
3. With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

sgreenstonenj

Feedback sent since I am not even able to connect the account to do the other steps

report created - reference id 534560109799278594

Coach Jon

Hello @sgreenstonenj,

I have sent this new information over to the service provider and will follow up with further updates as I receive them. Thank you for your patience!

EWC - 12360383

Coach Jon

Hello @sgreenstonenj,

I am back with an update from our service provider. They state they have implemented a possible resolution for this issue. Can you please try connecting in Quicken Simplifi again and verify whether it is fixed for you?

Thank you!

Coach Jon

Hello @sgreenstonenj,

I am following up again to verify if the implemented fix worked out for you regarding this issue with Neuberger. Please let us know if it worked! Thank you!

sgreenstonenj

Sorry mised your message from last week. Still same issue

Coach Jon

Hello @sgreenstonenj,

I let our service provider know again and will follow up once I hear back. Hopefully, this time, the solution they implement will work for you. Thank you for your patience!

Coach Jon

Hello @sgreenstonenj,

I am back with an update from our service provider! We would like to escalate this issue further and may want to schedule a session with you to troubleshoot. Can you please supply new logs to assist us?

1. Log in to the Quicken Simplifi Web App.
2. Select the Profile icon in the upper-right corner of the screen.
3. With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Please also provide your general availability over the next couple of weeks and confirm that the contact information within your Quicken profile is accurate.

Thank you!

sgreenstonenj

Hi Coach. Thanks so much - I just submitted the feedback and general availability

Coach Jon

Hello @sgreenstonenj,

Thanks for submitting those new logs! Per your feedback, can you please confirm that your availability is usually open in the afternoons after 3:00 PM EST? Additionally, please confirm that the contact information within your Quicken profile is accurate.

sgreenstonenj

That is correct.

Coach Jon

Hello @sgreenstonenj,

Thanks for the requested information! I did get this reported to our product team, and will follow up here with any status updates. Be sure to be on the lookout for an email from our product team for setting up a scheduled time for troubleshooting.

CTP-17167