U.S. Bank New Connection

cw12
cw12 Member

Hi, my previous connection with US bank is not allowed to be used anymore (says there is a "new and improved way of connecting". I try to use the new connection, and get this error. My questions are — is "PFM Direct Connect" the new and improved way? Also, what does the Care Code mean? Thanks!

"Request failed with status code 400
Care Code: QCS-0400-6"

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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    Hello @cw12,

    Thanks for posting your inquiry to the Community, although I apologize that you're experiencing difficulties migrating to U.S. Bank's API in Simplifi.

    Although it looks like the "U.S. Bank - PFM Direct Connect" option is also set up for the API, I'd suggest using the option listed as just "U.S. Bank" —

    With that said, I'd suggest making your U.S. Bank account(s) fully manual by following the steps here, going through the Add Account flow for "U.S. Bank", authorizing your account(s) via the OAuth API (more details on this here), and then carefully linking the account(s) found to your existing Simplifi account(s) by following the steps here.

    Please let us know how it goes!

    -Coach Natalie

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