FDP-103 error connecting to Pershing LLC

johnl

I added an investment account 'Pershing LLC'. When I try connecting with my credentials I get the following error:

To connect to Pershing LLC, you must re-enter your credentials. If that does not work, try entering them on the website at Pershing LLC to ensure they are correct.
Care Code: FDP-103

I can see the account was added in Simplifi, but there's no data for it.

Any suggestions on how I can get it connected?

Coach Jon

Hello @johnl,

Thanks for reaching out! To start troubleshooting this 103 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 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!

-Coach Jon