Assetmark/Ewealthmanager not connecting - error code FDP-105

Cayman C
Cayman C Member
edited September 16 in Adding and Updating Accounts

I have not been able to get my Assetmark account to connect since I switched from Mint many months ago. I continue to get an FDP-105 error. Is there any solution for this? I can successfully log into my account on the browser and it connected to Mint just fine for many years. This issue is isolated to Simplifi.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Cayman C,

    Thanks for reaching out! I am sorry for the trouble you have had with connecting in Quicken Simplifi. To verify, have you checked to see if this instance, "Now AssetMark Inc", works for you?

    Let us know!

    -Coach Jon

  • Cayman C
    Cayman C Member

    @Coach Jon Yes, same error message

  • Coach Kristina
    Coach Kristina Moderator admin
    edited August 3

    Thank you for your reply,

    To help us look into this issue further, please provide some additional information. What is the URL (web address) you use when logging into the financial institution website directly? Has the financial institution's website or login process changed in the last few months? Is your account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)?

    Also, please send us feedback with log files attached. To do this, please follow these steps:

    • 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.

    Thank you!

    -Coach Kristina

  • Cayman C
    Cayman C Member

    I use this URL to log in — https://www.ewealthmanager.com/ewmLogin/account/login — and nothing about the process has changed in the last few months. I am not redirected when I log in.

    Log file has been sent.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Cayman C,

    Thanks for the reply, and the information! Is this issue still occuring when you try to connect as of today? If it is, have you ever been able to connect to Assetmark in Quicken Simplifi?

    Thanks,

    Coach Jon

  • Cayman C
    Cayman C Member

    Yes, this issue is still occurring. I just tried to connect via both options for assetmark with no luck. This account always connected to Mint, but it has never connected to Simplifi since I switched over earlier this year. I retry it every few weeks.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Cayman C,

    Thanks for letting us know. We went ahead and escalated this issue, and will be sure to let you know of any updates as we receive them going forward.

    Thanks,

    Coach Jon

     EWC - 11210098

  • Coach Jon
    Coach Jon Moderator admin
    edited August 9

    Hello @Cayman C,

    Our service provider came back stating that the Financial Institution is blocking our access, so we are going to try escalating a different way. Can you try connecting again with a fresh attempt in Quicken Simplifi? If the issue is still occuring for you afterward, please send new logs to us so that we may get started on the escalation. The instructions to do this are below:

    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

  • Cayman C
    Cayman C Member

    @Coach Jon I am still having the same issues. I sent the log again — report ID is 445381038791184897


  • Coach Jon
    Coach Jon Moderator admin
    edited August 12

    Hello @Cayman C,

    Thank you for the reply. We are still currently working on escalating this issue and will be sure to get back with you once we have more information.

    Thanks for your patience!

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Cayman C,

    We have gone ahead and escalated this issue. You can follow the new alert for updates, and we will post those updates there as we receive them going forward.

    Thanks,

    Coach Jon

This discussion has been closed.