FDP-108 with Laurel Road (edited)

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CericRushmore
CericRushmore Member

https://www.laurelroad.com  Care Code: FDP-108

Laurel Road has text MFA, but there is no MFA popup for Quickin Simplifi.

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  • Coach Jon
    Coach Jon Moderator admin
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    Hello @CericRushmore,

    Thanks for reaching out! I did notice that we have two instances for Laurel Road in Quicken Simplifi. Have you tried connecting with both instances?

    I would also try seeing if you could connect the account in the mobile app to see if it presents you with a MFA input field there. Let us know how this goes!

    -Coach Jon

  • CericRushmore
    CericRushmore Member
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    Good new and bad news. Laurel Road has a setting to allow 3rd party data sharing. I turned that on and was able to at lest start the connection. However, the account's wont' fully connect. After I click in Simplifi which phone number to get the text, I get the following message. Note that the text doesn't actually ever come.

  • Coach Jon
    Coach Jon Moderator admin
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    Hello @CericRushmore,

    Thanks for the information. Did you ever end up trying the other instance I listed in my prior comment?

    Additionally, to better help us understand your situation could you please answer the below questions?

    • Is Quicken Simplifi asking you to complete MFA?
    • Are you receiving the code?”
    • What method are you using (SMS, call, etc.)?
    • Have you tried changing how you receive your MFA code?

    Thanks,

    Coach Jon

  • CericRushmore
    CericRushmore Member
    edited July 16
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    1. Yes, Simplifi does ask to complete MFA.
    2. I'm choosing SMS. The code isn't being sent.
    3. SMS
    4. No, I don't see any options besides SMS, I don't they allow email as an option. Correction, just tried again and call is an option. I tried call, but also got the error We are unable to connect to Laurel Road at this time. Care Code: not.found

    Yes, I did try the other Laurel Road option as well. That one didn't connect at all.

  • Coach Jon
    Coach Jon Moderator admin
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    Hello @CericRushmore,

    Thanks for the information. If we could have you send logs to us, this would help us going forward.

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

    Thanks,

    Coach Jon

  • CericRushmore
    CericRushmore Member
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    Done.

  • Coach Jon
    Coach Jon Moderator admin
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    Hello @CericRushmore,

    We went ahead and escalated the issue. We will be sure to post here with updates as we receive them.

    Thanks for your patience!

    -Coach Jon

    EWC - 11177434

  • CericRushmore
    CericRushmore Member
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    Thanks!