Epic Advisors FDP-103

jcbrady1

When I attempt to enter my credentials for my 401K provider, GoRetire (labeled as Epic Advisors), I receive an FDP-103 error. I can confirm that the credentials are correct as I am able to use them to login on the provider's website.

Coach Natalie

@jcbrady1, thanks for reaching out to the Community regarding this issue!

When viewing your connection attempts from our end, I was able to confirm the 103 error, which does indicate an issue with the credentials being used. Please follow these steps to troubleshoot this error:

1. Verify the bank being selected -- There may be several different versions of the same bank in the Add Account bank list, so be sure you're selecting the correct one. If you're not sure, compare the URLs shown for each bank.
2. Verify your login information – 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 to Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

Let us know how it goes!

-Coach Natalie