nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Can't add U.S. Bancorp Investments Accounts (edited)

buttersh

I am new to Simplifi. I am trying to add all my U.S. Bancorp Investment accounts and I get an FDP-105 error yesterday and today. That one is called "US Bancorp Investments".

And when I try the one called "U.S. Bancorp Investments, Inc.", it takes me to the authorization window, but only my checking, savings and credit cards appear there, not the investment accounts.

For anyone who is successfully connected to their U.S. Bancorp Investment accounts, which one are you using? Right now, I'm not sure which one to troubleshoot.

Thank you for your help.

Find more posts tagged with

Online Banking

Comments

Coach Jon

Hello @buttersh,

Thanks for reaching out! A 105 error indicates that the specific bank is blocking us temporarily. Typically, this happens when they are performing server maintenance or blocking third-party aggregators to avoid site saturation. In most cases, you can usually still log into the bank website while receiving this error in the product. Since it has not yet been 24 hours, I would advise you to wait until that time has passed and try connecting again. Please let us know if you continue to get this error after that time has passed!

Thanks,

Coach Jon

buttersh

Hi Jon,

It's been a week now. Same 105 error.

Thank you in advance for your help.

Coach Jon

Hello @buttersh,

Thanks for the reply! Could you please supply us with the name of the account as it appears in Quicken Simplifi?

Additionally, if you could supply logs, this would also help us determine what is happening here. The instructions to send logs can be found below:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Thanks,

Coach Jon

buttersh

The account does not appear in Simplify because I cannot add it. Do you mean on the add account screen? If so:

I already sent logs to the agent I contacted via chat who told me to wait a while and try again.

Coach Jon

Hello @buttersh,

Thanks for the reply! Going forward, I would have you just use the U.S. Bancorp Investments, Inc. instance. One thing that might be occuring here is that the investment accounts that are not coming over are not enabled on the bank's side for third-party sharing. I would suggest verifying with the bank to see if they are and get back to us afterward, letting us know.

Thanks,

Coach Jon

buttersh

Right now, I can't use the U.S. Bancorp Investments, Inc. one because when the authorization screen from my bank is displayed, all my accounts are there EXCEPT my investment accounts. When I do the same with [redacted], my investment accounts DO show up. With Simplifi, they do not. Simplifi is reporting to my bank that it doesn't support investment accounts, so they don't show up for me to authorize. I am certainly good doing it that way as well. It worked with [redacted], so let's get it working with Simplifi. What are the next steps to doing that?

Thank you for your help.

Coach Kristina

Thank you for your reply,

Since that connection option sees everything except your investment accounts, please provide additional information so we can look into this issue further:

Has there been any activity in the accounts in the last 90 days?
Are the accounts considered external accounts (i.e. are you redirected to a different website when selecting the accounts on the bank's website)? If so, what URL are you redirected to?
Are the accounts a subtype of a different account?
Has the bank made any recent changes to its website or sign-in process?
Are you the owner of the accounts?
What are the names of the accounts, as they appear on the bank's website?
If you have any of the accounts in your Quicken Simplifi, what are the names of the accounts as they appear in Quicken Simplifi?
Please provide a screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
Please provide a screenshot of the Add Account screen in Quicken Simplifi showing that the accounts in question are missing at account discovery.

If you are not comfortable posting the requested information in this discussion, you can send the information via direct message instead.

I look forward to your response!

Coach Natalie

@Butters, thanks for sending the requested info via DM!

We can certainly look at escalating this for you, but I wanted to first clarify that the reason we are asking that you use the U.S. Bancorp Investments, Inc. option is that it is on the OAuth API connection, which is what we'll submit the escalation for, so we need to customize the troubleshooting and data gathered to that specific connection.

With that, there are a couple of things I'd like to have you try, as it doesn't appear they've been mentioned in this thread yet:

Try adding the accounts using the generic "U.S. Bank" option in Quicken Simplifi.
Sign in to the bank's website and/or contact the bank directly to make sure the investment accounts are enabled for third-party access since they are the only ones not showing in the authorization window.

Also, after reviewing the info you provided via DM, I don't see the names of the missing investment accounts as they appear on the bank's website. However, the Account Summary screenshot you provided from the bank's website shows 3 accounts — is this all of them? Do you have other US Bank accounts you are able to add in Quicken Simplifi? The authorization window you provided a screenshot of shows multiple checking and savings accounts — are you able to add those, or are you not looking to?

We will also need to get some fresh logs from you after you've performed the above steps to continue with the escalation process:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

I look forward to your reply!

-Coach Natalie

buttersh

Hi Natalie,

Responses below:

Try adding the accounts using the generic "U.S. Bank" option in Quicken Simplifi. - Same issue. All the accounts are there except the investment ones.
Sign in to the bank's website and/or contact the bank directly to make sure the investment accounts are enabled for third-party access since they are the only ones not showing in the authorization window. The accounts are enabled for third-party access by the authorization window. Authorization cannot be initiated directly on the bank's website. So if the investment accounts do not appear to authorize in the authorization window, they do not appear on the bank's website. With [removed], they appear in the authorization window, so they then show up on the authorization screen on the bank's website, and of course, they are then connected as we are trying to set up with Simplifi.

Yes, it is those 3 accounts and those are their names.

Not sure what the feedback will show that is different than the other few times I've sent it, but sent it again with all boxes checked. Reference ID is: 439450934575134978.

Thank you for your help.

Coach Natalie

@buttersh, thanks so much!

I went ahead and got this issue escalated and will post back as updates are received.

-Coach Natalie

CTP-8376

Krilun

@Coach Natalie and @Coach Jon I am having the same exact issue as @buttersh.

Has there been a solution?

Coach Natalie

@Krilun, thanks for letting us know!

The ticket is awaiting a fix, so you can follow along here for updates. We'll update this post as soon as there's a resolution.

-Coach Natalie

Krilun

@Coach Natalie can you ballpark a rough timeline for this ticket?

Coach Natalie

@Krilun, our teams don't provide ETA's. As soon as we have any news, we will post back here.

Thank you for your patience as we work to resolve this matter!

-Coach Natalie

SoapOpera

@Coach Natalie any update on this? Same issues as @Krilun @buttersh I have checking, savings and two credit card accounts plus IRA, I can see all of them except the IRA which falls under US Bancorp Investments. Thank you.

Krilun

@SoapOpera i have been patiently waiting. 0 movement from their side. Getting inpatient and consider asking for a refund and trying a competitor.

Coach Natalie

Hey everyone, the ticket for this issue is still open and being worked on. It is awaiting a fix, so hopefully this will be resolved for you all in the near future. We will be sure to post back as soon as we have any news to share!

-Coach Natalie

lovemango

Is this ever gonna work?

Slyar

When can we expect a fix? It's been months and the issue still exists.

Anyone has a better alternative of Quicken?

Krilun

@lovemango It doesn't look promising. The lack of communication on this issue is very telling. An explanation of why this doesn't work with an explanation of why it's taking so long to resolve would go a long way. Without that I'm left to suspect the connectors are developed by another company and its too expensive to get the connector updated/fixed.

@Slyar Moderators love to edit/remove comments when other products are mentioned. There's a good chance you'll never see this, but I have had success in connecting US Bancorp Investments with other products, [removed] in particular.

chris891

@Coach Natalie, @Coach Jon, I am running into this issue as well. Can you please provide an ETA for the fix?

US Bank is attracting a good deal of new business with their aggressive credit card rewards that depend on investment and other account balances, so I expect this issue to impact more and more Simplifi users.

Coach Kristina

Hello @chris891,

I checked the ticket and can see it's still open and being worked on. No further details or ETA are available at this time.

If you haven't already done so, please bookmark this discussion, since we'll post back when there's more information to share!

Coach Natalie

@jiehan, thanks for posting to the Community regarding this issue!

I went ahead and merged your post with this existing thread, as the issue with being unable to add investment accounts with US Bank has already been escalated. As soon as we have any news to share on the status of the escalation, we will post back here, so please be sure to follow this thread for future updates.

Thank you for your patience as we work to resolve this matter!

Coach Natalie

Hey everyone! It appears that U.S. Bank is not willing to commit the time to resolve the issue with their access token not supporting investment accounts. For now. U.S. Bank Investment Accounts have been added to our Unsupported Banks List:

https://community.simplifimoney.com/discussion/5525/known-issue-other-known-online-banking-issues

Sorry for not having better news for you all!