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Add DC College Savings Plan Aggregator URL (edited)

dcsaver

Simplifi's connection to the DC College Savings Plan (the District of Columbia's 529 plan) does not currently appear to support the use of the site's aggregator URL ( https://www.dccollegesavings.com/aggregator ). Because of this, I am prompted to enter a 2FA code every time Simplifi refreshes my account. Can you please update the connection to use the aggregator URL, which was designed specifically for sites like Simplifi. Thank you.

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Status: Completed

Comments

mlloydf

this institution's connection now appears to be totally broken using the traditional link (noted above) as the DC College Savings Plan has converted to a new MFA service.

lemarin

https://community.simplifimoney.com/discussion/comment/42738#Comment_42738

Indeed, it is completely broken; I can't even get to the MFA stage.

Coach Natalie

Hey everyone, the bank option for DC College Savings Plan is showing "Aggregator username" and "Aggregator password" —

Have you all tried using the aggregator username and password with this bank option? Can someone describe in more detail why the connection is failing? Are there any error codes or anything along those lines?

craguirre

I'm having the same issue. I'm not sure what the aggregator username and password are but putting in my credentials for dccollegesavings.com does not work.

This is the error I get:

To connect to DC College Savings Plan - NA, you must re-enter your credentials. If that does not work, try entering them on the website at DC College Savings Plan - NA to ensure they are correct.

Care Code: FDP-103

Coach Natalie

@craguirre, thanks for the reply!

I would suggest contacting the bank directly to inquire about the aggregator username and password, as these may be different from your regular credentials. You would want to speak with their online banking or digital banking department.

Let us know how it goes!

craguirre

I figured it out. Once logged in to my account, I went to Password & Security Features and created a separate password for my Aggregator credentials. A separate ID was already created. I used those Aggregator credentials to add DC College Savings to Simplifi. Looks like this was designed to use with 3rd party sites like Simplifi.

Coach Natalie

@craguirre, I'm glad to hear you got it to work! I suspected this request was available in Quicken Simplifi, and now we know it is.

Thank you!