AMEX High Yield Savings accounts not connecting (edited)

Hello @kgJettaIV,

To troubleshoot this issue, I checked on our end to see what errors you were getting. I can see the FDP-103 (invalid credentials) for the American Express - FSB connection, but I'm not seeing any error messages when you try the American Express - Banking connection. What error message/code are you seeing when it finishes spinning and errors out?

I look forward to your response!

Hello @garzajp93 and @JordanMalone,

Thanks for reaching out! @garzajp93, I can see the 103 error on our side when you attempt to connect to the bank. I would try these steps to verify your login information is correct:

1. 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.
2. 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.
3. 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.
4. 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: & < > / \.

@JordanMalone, I am not seeing an error on our side for this bank with you. Are you receiving an error, and if so, what error code is it showing in Quicken Simplifi?

Thank you both,

Coach Jon

Hello @garzajp93,

Thanks for your response! Have you tried both of these American Express instances in Quicken Simplifi: American Express Bank FSB and American Express - Banking?

Thanks,

Coach Jon

Hello @garzajp93,

Thanks for the information. American Express limits connectivity to avoid excessive server traffic. A 102/105 error may occur for American Express accounts during high-traffic times. Is this account still presenting this error for you today?

Thanks,

Coach Jon

Hello @garzajp93,

Thanks for your reply. I would suggest trying to Reset your Account Connection using the steps here: https://help.simplifimoney.com/en/articles/4857199-how-to-reset-your-account-connections#h_7f8fc15a86

Let us know if that works for you!

Thanks,

Coach Jon

Hello @garzajp93,

Thanks for the information, and I apologize for the confusion! We have submitted an escalation for the 102 error with American Express - Banking. Could you also please submit your logs to us in case we may need them? This can be done by following the directions 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

EWC-10984298

Hello @garzajp93,

Our development team came back with an update on this issue. It looks like this is due to American Express blocking intermittently and during high-traffic times, and we will need you to keep trying to connect in the evening or over the weekends. In the meantime, we will be working with your financial institution to resolve the issue.

Thanks,

Coach Jon

Hello @garzajp93,

Thank You for the update. We are still working with your financial institution regarding this issue. When you are trying the American Express FSB instance in Quicken Simplifi, what specifically in occuring for you in the program? Are you receiving an error? Please let us know!

Thanks,

Coach Jon

Hello @vladimird,

Thanks for reaching out. American Express does limit traffic during peak traffic times. Have you tried outside this time or over the weekends? Additionally, when using American Express FSB, are you prompted for a MFA when connecting?

Thanks,

Coach Jon

Hello @vladimird,

Since you are getting the 103 error when trying to connect to American Express FSB, I would suggest verifying the below information:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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: & < > / \.

Thanks,

Coach Jon

Hello @vladimird,

Thank you. Please supply the information below, as this will help us determine what to do next:

• The name of the account(s), as it appears in Quicken Simplifi.
• The name of the account(s), as it appears on the bank's website.
• Has there been any recent changes made to the bank's website or its sign-in process?
• What is the exact URL you use to log in to your account on the bank's website?
• What type of account(s) are you attempting to connect in Quicken Simplifi?
• A screenshot of the Accounts Summary page from the bank's website that lists all accounts and balances (feel free to redact any personal info) and has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
• The format of your password (DO NOT provide your actual password!). For example, "Quicken123$" would be coded as "Xxxxxxx###$", where a capital "X" indicates a capital letter, a lowercase "x" indicates a lowercase letter, and a "#" indicates numbers; the actual special characters used will need to be provided.
• Logs, which may be sent using the following instructions:

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.

This information may be posted here, or sent to us via Direct Message.

Thanks,

Coach Jon

Hello @vladimird,

Thanks for the reply. We are seeing a new error for you on our side. Can you please try changing your password again with this FI, and try reconnecting your account in Quicken Simplifi?

Thanks,

Coach Jon

Hello @vladimird,

Thanks for the reply! I would have you change your password on the bank's website like the error message states. Avoid using these forbidden special characters: & < > / \. Then try connecting again in Quicken Simplifi outside peak hours.

Thanks,

Coach Jon

Hello @vladimird,

Thanks for following up! We can go ahead and get this issue escalated for you. We will need the Bank name as it appears in Quicken Simplifi.

Additionally, if you can send logs, we will need those as well. You can send logs by following the below instructions:

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