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FDP-103 error accessing Path2college account on Simplifi (edited)

barthslb2

I have two 529k accounts set up on this Georgia plan for my grandchildren. I added these to my Simplifi account several years ago and until recently have had no problem connecting and downloading data from them. Starting last week I started getting 102 errors. I tried resetting the connection and when that did not work I changed the accounts to manual and then tried to delete and reconnect to the account, but now just get FDP-103 errors. Please check on this and let me know if there is anything else I need to do at my end to get this going again. Thanks.

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Coach Jon

Hello @barthslb2,

Thanks for reaching out! I can see the FDP-103 error you are experiencing from our end as well. Let's have you verify the following information to help us investigate further:

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.
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.
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.
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: & < > / \.

If these steps do not work, please provide the following information. You may feel free to DM this information to me if you prefer:

The name of the account(s), as it appears in Quicken Simplifi.
The name of the account(s), as it appears on the bank's website.
Have there been any recent changes made to the bank's website or its sign-in process?
What is the exact URL you use to log in to your account on the bank's website?
What type of account(s) are you attempting to connect 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.
The format of your password (DO NOT provide your actual password!). For example, "Quicken123$" would be coded as "Xxxxxxx###$", where a capital "X" indicates a capital letter, a lowercase "x" indicates a lowercase letter, and a "#" indicates numbers; the actual special characters used will need to be provided.

Let us know how this goes!

barthslb2

Hi Jon - I am able to log onto my path2college account through their website without a problem . I changed my password to XX####xx$ but still receive the 103 error both through my ipad app and simplifi web app of Windows computer. I am attaching a screen print of my logon to path2college. Let me know if you need anything else. Thanks for the prompt response!

[removed for privacy]

Coach Jon

Hello @barthslb2,

Thank you for the reply. We will still need some of the information I requested previously:

The name of the account(s), as it appears in Quicken Simplifi.
Have there been any recent changes made to the bank's website or its sign-in process?
What is the exact URL you use to log in to your account on the bank's website?

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.

barthslb2

My simplifi accounts: Susie 529, Claire 529. These were originally linked to path2college account but when they repeatedly failed starting last week I made them manual in Simplifi and attempted unsuccesfuly to relink them.
original URL: gapath2college.com
I have not seen any change in how I log onto that website directly.
I submitted logs from a recent windows Simplifi session where I attempted to relink the two manual accounts.
Let me know if you need any other info. Thanks.

Coach Jon

Hello @barthslb2,

Thank you for the information! I have reported this to our service provider and will follow up here when we have any updates on the issue.

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 - 12463998

barthslb2

Thanks. I will continue to updated these accounts manually until I hear of a fix.

Coach Jon

Hello @barthslb2,

I am back with an update from our service provider on this issue! Upon reviewing the log information, it appears that you may not have created aggregator login credentials.

To create your aggregator login credentials, please follow the following troubleshooting steps to resolve the issue:

Log in to your account at the bank's website
Select "Profile & Documents"
Select "Password & Security Features"
Under "Manage Financial Aggregator Access," select "Edit"
Create a password and copy the new URL.
In Quicken Simplifi, enter the new aggregator login credentials to connect.

You can try to verify whether the aggregator URL is working by logging in to it using the new credentials you created on the bank website.

Let us know how this goes!

Coach Jon

Hello @barthslb2,

I am just following up to confirm if you saw my previous reply regarding this issue.

https://community.simplifimoney.com/discussion/comment/71022#Comment_71022

Please let us know if those steps I shared help resolve the issue reported here!

barthslb2

Thanks for the update, Jon. I looked at the path2college website but did not find amy reference to an aggregator logonid. I will just continue to track this manually through their website.

Coach Jon

Hello @barthslb2,

Thank you for the reply. If you would like, we can continue to pursue this escalation with our service provider. It would be no problem from our end to resubmit the ticket, unless you prefer to keep tracking this account manually.

Let us know how you would like to proceed!