Care Code: FDP-103 trying to connect to vanguard retirement plan in SIMPLIFI
I am trying to connect my 401K @ Vanguard with Simplifi. I used the following account to connect to:
I first checked online to ensure this would indeed log me in via the browser and I was successful. I then went ahead and entered the info required by Simplifi. But every time I try it comes back with care code: FDP-103 asking me to enter the credentials again.
How can I connect my vanguard 401K plan AND why do you ask for SSN for login (this felt very unsafe not knowing what you would do with my SSN)?
Comments
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@AmanDatta, thanks for posting to the Community!
When viewing your connection attempts from our end, I was able to confirm the invalid credentials error. To troubleshoot this error, please follow these steps:
- 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 URL's shown for each bank.
- 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.
- 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 to Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.
Also, have you tried the option listed as just "Vanguard" in Quicken Simplifi?
Please let us know so we can best assist!
-Coach Natalie
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