Having trouble with getting all accounts synced up with transactions

Jddixon

this just keeps spinning and nothing loads… anyone else having the same problem?

Coach Kristina

Hello @Jddixon ,

Thank you for the follow up. I'm glad to hear the original issue is resolved.

To assist with the John Hancock issue, I check on our end and saw you've been getting FDP-103 (invalid credentials) errors when attempting to connect. To start troubleshooting this issue, 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 URLs 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: & < > / \.

Please let me know how it goes!

DannyB

Have you tried closing out the app and relaunching it? Personally, I use the web app for any major work with Simplifi and the mobile app for reference.

Jddixon

yes that worked thank you. Any advice on syncing my John Hancock account? It won’t work

ajbopp

I'm wondering if there is a support page that lists these sorts of error codes and their meaning? I wasn't able to find one, and it might be generally helpful to be able to reference it.

Jddixon

initially I changed the version of web address of JH and it still wasn’t working. About my third try I was finally able to sync it to my Simplifi account. Thank you for your help!

Coach Kristina

Hello @ajbopp,

We do have an article that goes over the most common error codes, their meaning, and some troubleshooting:

https://help.simplifimoney.com/en/articles/3359549-top-bank-download-solutions

I hope this helps!