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NetX Exchange (NETXInvestor.com) FDP-106 (edited)

phlsphr

My account credentials used to successfully connect on Simplifi. I can still use the same credentials to login to NETXInvestor.com. I believe this problem was prompted by NETXInvestor changing my account number (login and pw remain the same) . After trying to re-connect the existing account on Simplifi and getting a Care Code: FDP-106 error, I closed the existing account and tried to add a new one using the same credentials. Unfortunately, I get the same error, Care Code: FDP-106.

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Coach Jon

Hello @phlsphr,

Thanks for reaching out! I can see the FDP-106 error you are experiencing with NetExchange from our end. Generally, error code FDP-106 indicates that either the account name or the account number has changed at the bank. This would make sense then, since you stated that your account number was recently changed.

Can you please supply the following information so that we can look into investigating this issue further:

The name of the account, as it appears in Quicken Simplifi.
The name of the account, as it appears on the bank's website.
What type of account are you attempting to connect?
Have there been any changes made to the bank's website or the sign-in process recently?
Has there been any activity in the account in the last 90 days?
What is the exact URL you see after signing into the bank’s website?
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.

Please also submit your logs via the 'Send Feedback' option:

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

phlsphr

Hi, the account is with NetExchange Investor (netxinvestor.com) and is called THXXX0567 on Simplifi.

The account showing on the institution's website is TH9240567. This is a 401K brokerage account. I used to be able to connect the THXXX0567 Simplifi account using these credentials, but now cannot. This makes me wonder if the account name got changed on NetExchange.

The institution login process has not changed - I can still login to that site with the same username / pw.
There has been activity in the account over the last 90 days.

The exact url I see once I log in is
https://alightfs.netxinvestor.com/nxi/overview;reload=1779394835062#main-container

Coach Jon

Hello @phlsphr,

Thank you for the requested information! Are you able to send the logs I requested above as well?

https://community.simplifimoney.com/discussion/comment/70084#Comment_70084

Let us know!

phlsphr

Yes, I sent them from my phone app.

Coach Jon

Hello @phlsphr,

Thank you! I have sent this information over to our service provider and will follow up here once we have any updates going forward.

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

If the account is an investment account, the manual tracking steps are a little different:

Make the account manual so you can add and edit Holdings: How to Make an Account 'Manual' | Quicken Simplifi Help Center
Add/edit your Holdings to keep accurate records: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center

EWC-12423995

phlsphr

Thank you Jon, I guess I will update manually until a fix can be found.

Coach Jon

Hello @phlsphr,

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

Thank you!

phlsphr

Hi Jon, I am generally available except for Friday mornings. Also not available Jun 14 thru Jun 20. My contact email is accurate. Look forward to talking with you…..

Coach Natalie

@phlsphr, thank you for that!

Your information has been added to the existing ticket for this issue. If they end up needing to schedule that session with you, someone from Quicken will email you to set up a day and time, so please keep an eye out for an email. Otherwise, Coach Jon will be sure to post back here if there is any other news or updates to share.

CTP-17394

Coach Natalie

@phlsphr, we now have an Alert for this issue that can be followed for updates moving forward:

https://community.simplifimoney.com/discussion/16542/new-5-26-26-netexchange-investor-netxinvestor-fis-missing-accounts-fdp-106

Please still keep an eye out for that email, though, in case they need to hold a session with you. Thank you!

phlsphr

Excellent, thank you! -Carl

Coach Natalie

Hello everyone,

We received an update on this issue, and it sounds like a potential fix was implemented. Can you all give the connection another try and let us know how it goes, please?

Thanks!

phlsphr

Well, I was able to connect to my Netx Investor account, but it didn't download any holdings or transactions. Possibly this is because when I added the new account, I accepted the option to link this new account to the manual account I was using. This resulted in the manual account being closed, but I'm seeing no holdings to replace it, and so feel significantly poorer. :)

Coach Natalie

https://community.simplifimoney.com/discussion/comment/70536#Comment_70536

Thank you for testing! I'm glad to hear you were able to connect your accounts.

Let's have you create a separate post for the holdings issue, since this thread is focused on the FDP-106 error. This will allow proper troubleshooting to take place and keep the Community organized and on topic.

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community