FDP-103 message for SagePoint Financial - now Osaic eQuipt

atenkley
atenkley Member
edited April 10 in Adding and Updating Accounts

I am unable to connect my former SagePoint Financial account. SagePoint is now called Osaic eQuipt. I have verified login to my online eQuipt account. Osaic has several financial companies including eQuipt and Woodbury Financial Services.

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  • Coach Jon
    Coach Jon Moderator admin
    edited April 9

    Hello @atenkley,

    Thanks for reaching out! We do have an existing financial institution request for Osaic Equipt here that you can vote for and follow for updates:

    https://community.simplifimoney.com/discussion/11565/osaic-and-equipt

    As for your existing connection with SagePoint Financial experiencing an FDP-103 error, we can work on troubleshooting why this may be occurring. Can you please try the below steps to see if they help resolve the issue:

    1. Verify the bank selected is the correct instance – You may see several different instances of your bank; check to see if you’re using the correct one.
    2. Verify that 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.
    3. 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 that the credentials are still valid.
    4. 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.
    5. Update your credentials – Try temporarily updating your password at your bank's website and then try again to connect in Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

    Let us know how this goes!

    -Coach Jon

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