FDP-106: ComputerShare

nmnmnmnmn
nmnmnmnmn Member

Can't connect to ComputerShare. Old Post is from April, What's happening?

Comments

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @nmnmnmnmn,

    Thank you for letting us know you're encountering this issue. I can see the issue that was reported in April has been marked resolved.

    To help troubleshoot, please provide more information. When did you first notice this issue? Is this happening with an account that was previously connected/working, or is this happening with an account that you're trying to add to your Quicken Simplifi? What kind of account(s) are you trying to add/update? Have there been any recent changes to ComputerShare's website? Has there been any activity in the problem account(s) in the past 90 days? What is the exact URL that you use when logging into the financial institution's website to view your account(s)?

    I look forward to your reply!

    -Coach Kristina

  • nmnmnmnmn
    nmnmnmnmn Member

    Hi @Coach Kristina

    thank you for helping out!

    When did you first notice this issue? It’s been happening for the past week or so.

    Is this happening with an account that was previously connected/working, or is this happening with an account that you're trying to add to your Quicken Simplifi? This is a previously connected account that had been working.

    What kind of account(s) are you trying to add/update? It is an ESPP account.


    Have there been any recent changes to ComputerShare's website? I can log into their website with no issue

    Has there been any activity in the problem account(s) in the past 90 days? If you mean, like trades sales, yes there has been.

    What is the exact URL that you use when logging into the financial institution's website to view your account(s)?
    https://www-us.computershare.com/Employee/Login/SelectCompany.aspx

    Employee - Plans

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @nmnmnmnmn, thanks for the information!

    Since the FDP-106 error is occurring on an existing account, please try establishing a completely fresh connection with the bank to see if doing so clears things up for you. Here are the steps:

    1. Make all of the accounts with this bank manual by following the steps here.
    2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    3. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here

    Let us know how it goes!

    -Coach Natalie

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @nmnmnmnmn, woohoo!

    -Coach Natalie

This discussion has been closed.