TIAA Reporting Connection Issues

lwyman
lwyman Member ✭✭✭✭
edited October 22 in Adding and Updating Accounts

Just when you think that all has settled down with your bank connections and synching with Simplifi, another link goes away. After working just fine, all of my TIAA accounts have suddenly stopped synching. I receive a message saying that TIAA is reporting connection issues and that Simplifi is investigating the issue. I made the error of making all my accounts manual and retrying to synch with TIAA, so now I have bogus data in those accounts and of course my net worth statement is completely out of whack - which makes working in Simplifi very difficult. What does it mean, really, when Simplifi says that it is "investigating"? I feel like that's just a black hole of punting the issue away. Vanguard, Merrill, TIAA, TRowe, all of these connections have needed major work arounds or have simply never gotten fixed, even though they are being "investigated". I'm trying to be patient with the product support, but it's a shaky platform to work on, and you never know what's going to be working on any given day. Are others experiencing the same error with TIAA?

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Comments

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @lwyman,

    Thank you for letting us know you're seeing an issue with TIAA. To clarify, are you seeing the TIAA is reporting connection issues when trying to reconnect your accounts?

    Screenshot 2025-05-24 at 2.50.26 PM.png

    To help troubleshoot, I checked on our end and could see that you were getting FDP-106 (account mismatch) errors. That is, unfortunately, a known issue. You can track the status of the issue by bookmarking this alert:

    To answer your question about what it means when we say an issue is being investigated, it means that the issue has been reported to our teams, and they are working to resolve the issue.

    I hope this helps!

    -Coach Kristina

  • robo49
    robo49 Member

    I am also having the same issue. Up until May 23 or so, it was working fine. I am getting the FDP-106 Account Mismatch error. For a paid service, I have had several connection issues that come and go. Like someone said, this platform seems a little unstable.

    Screenshot 2025-05-26 at 1.55.58 PM.png
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @robo49, thanks for joining the discussion!

    It looks like you're using Quicken Classic, so you will want to post to the Quicken Classic Community. This is the Quicken Simplifi Community.

    Here is the link for the Quicken Classic Community:  https://community.quicken.com/

    I hope this helps get you pointed in the right direction!

    -Coach Natalie

  • DiZzyDMon
    DiZzyDMon Member

    I have been experiencing this same issue in Quicken Simplifi for several weeks now. Any progress toward a solution?

  • Coach Jon
    Coach Jon Moderator admin
    edited June 3

    Hello @DiZzyDMon,

    Thanks for reaching out and letting us know! This issue is still ongoing at this time, and we do have an alert for this issue you can follow here for updates:

    We are still looking for reports for this issue, so if you would like you can contact our Support Team directly so we can gather some data from you that will help in finding a resolution.

    -Coach Jon

  • lwyman
    lwyman Member ✭✭✭✭
    edited June 5

    So, a couple of days ago, I was able to reestablish the connection to TIAA and all of my accounts were updating correctly. I had been receiving the following error:

    Screenshot 2025-06-05 at 9.53.13 AM.png

    For the past several days, my accounts were updating correctly, but then again this morning I received the same error message, and the accounts were once again no longer updating. I just wish Simplifi put the same importance and expertise towards its backend connections to banks as it does to the functionality of the product. Ever since I've used the app (going on two years), I haven't had a two week period where all of my accounts were updating. It's always some issue and with major banks and investment houses - Merrill Lynch, Vanguard, TIAA, T Rowe Price, Fidelity. I wonder how users just put up with that kind of service (including me).

    It's ironic that Mint was not nearly as good as a financial planning tool, but at least it was solid in terms of updating and reporting account balances. Simplifi is the exact opposite, the functionality is good, but the connections are awful.

    Please respond to tell me that your [removed] support team is looking into the issue and you will post when it's resolved (where have I heard that before?). Truly, they rarely seem to come to any resolution.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @lwyman,

    We can understand your frustration with this issue. The connection issue banner you shared indicates the issue is known, and I can confirm our team is working on a solution. I would still just suggest to keep trying every once in a while to connect in the meantime and watch for the banner to clear.

    -Coach Jon

  • Kurt51
    Kurt51 Member

    I had this issue with TIAA as well. My error is a FDP-155 now. I tried to reconnect the accounts and since that didn't work, all the account balances zeroed out. Please fix this connection!

  • LSMathTutor
    LSMathTutor Member

    I'm also getting the same message.

    We are unable to connect to TIAA at this time.

    Care Code: FDP-155

    image.png
  • scollard2001
    scollard2001 Member

    Hi - I'm still getting an FDP-102 error trying to add my TIAA account. It's been happening for 6 months now, which I guess is some sort of anniversary. Any chance it's getting working on? And yes, I just sent logs through the feedback mechanism

  • Coach Kristina
    Coach Kristina Moderator admin
    edited June 15

    Hello @scollard2001,

    Thank you for letting us know you're still seeing the FDP-102 error with TIAA. The issue has already been reported and is being worked on.

    While waiting for the connection issue to be corrected, you are still able to manually update the affected account(s). For information on manually updating investment accounts, click here.

    Thank you!

    (CTP-13115)

    -Coach Kristina

  • Coach Jon
    Coach Jon Moderator admin

    Hello everyone,

    I am back with an update for this known issue. We now have an alert you can follow going forward for updates! We will be sure to post there when we know anything further on this issue.

    -Coach Jon

  • LSMathTutor
    LSMathTutor Member

    I'm still getting the FDP-155 error code when trying to connect to TIAA. Not error code 102 or 106.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @LSMathTutor, thanks for joining the discussion!

    An FDP-155 error means that the bank is indefinitely blocking connection traffic. This particular error is something we'd normally have you contact the bank for, but since there is an Alert for a known issue with TIAA that is actively being worked on, I would recommend following the Alert instead.

    I hope this helps!

    -Coach Natalie

  • DiZzyDMon
    DiZzyDMon Member

    It's been a month now with no progress. How hard can this be to solve?

  • hvjjhjfjkfjkfh
    hvjjhjfjkfjkfh Member

    It's been a month now with no progress. How hard can this be to solve?

    Do I get a refund for the software not working correctly?

  • hj2438
    hj2438 Member

    What is the point of using this service if it takes more than a month to resolve a connection issue with such a major financial institution that so many people use? I am definitely looking for an alternative service, regardless of whether Quicken give me a refund or not.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited June 25

    Hello everyone,

    The connection issues with TIAA have been escalated from our end. Please follow our Alert for updates moving forward:

    In the meantime, everyone can track their TIAA accounts manually by adding manual transactions, which will keep records up-to-date. Here are the steps to do so:  https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99

    If the account is an investment account, the manual tracking steps are a little different:

    1. Make the account manual so you can add and edit Holdings:  https://support.simplifi.quicken.com/en/articles/5321064-how-to-make-an-account-manual#h_d9c41566d8
    2. Add/edit your Holdings to keep accurate records:  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30    and  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_034717f2b3

    We appreciate everyone's patience as this issue is worked on!

    -Coach Natalie

  • meoge
    meoge Member ✭✭✭

    My TIAA account synced just now. It still says it's unavailable and I got the warning when I entered my 2FA, but the balance is correct as of today.

  • LSMathTutor
    LSMathTutor Member

    I'm still getting the error with connecting to TIAA.

  • ams-chicago
    ams-chicago Member
    edited July 7

    I've tried everything. It won't connect. Please help. See attached screenshot.

    Screenshot 2025-07-07 at 10.32.05 AM.png
  • Coach Jon
    Coach Jon Moderator admin
    edited August 14

    Hello @ams-chicago,

    Thanks for reaching out! After verifying on our side, it does look like TIAA is reporting connection issues currently. While we are investigating the issue, I would suggest trying to connect on/off again every once in a while to see if the issue is resolved. Be sure to look out for the connection issue banner from the screenshot you posted. If it remains, then connection issues are still being reported.

    -Coach Jon

  • I've been having the same issue as I've been trying to set up my TIAA account. I can see how you make an existing investment account manual, but how can you set up a manual investment account?

  • Gaboose
    Gaboose Member
    edited August 14

    I've been getting the same issue for over three weeks. Status? Without this data, Simplifi is useless to me.

  • Coach Jon
    Coach Jon Moderator admin
    edited August 14

    Hello @Gaboose and @ams-chicago

    I would suggest following our Alert for updates moving forward for this issue you are seeing, since it is similar and most likely the same issue:

    In the meantime, you can track your TIAA accounts manually by adding manual transactions, which will keep records up-to-date. Here are the steps to do so:  https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99

    If the account is an investment account, the manual tracking steps are a little different:

    1. Make the account manual so you can add and edit Holdings:  https://support.simplifi.quicken.com/en/articles/5321064-how-to-make-an-account-manual#h_d9c41566d8
    2. Add/edit your Holdings to keep accurate records:  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30     and  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_034717f2b3

    We appreciate your patience as this issue is worked on!

    -Coach Jon

  • Sberthrong
    Sberthrong Member
    edited August 14

    Has there been any movement on this? I've had the same error with simplifi and tiaa for nearly three months now. If it keeps going how will quicken compensate for the loss of function?

  • mglev1n
    mglev1n Member

    I've been experiencing this issue for more than 1 month, and just now received an FDP-155 error resulting in my TIAA account balances to be zeroed out. It is extremely frustrating for this product to not work with major financial institutions. While errors with TIAA connections have been acknowledged for nearly two months, it would be helpful to have more explanation beyond "we're investigating": is this a TIAA issue, simplifi issue, third-party account connection/authentication issue, etc.? What specific steps are being taken to resolve this problem?

  • hj2438
    hj2438 Member
    edited July 16

    The very minimum reason we use a budget app is to see everything together.
    It is really frustrating that this very minimum has not been met for more than two months, without proper
    explanations.

    I am simply leaving the service. Goodbye.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello everyone,

    We are aware of the errors with TIAA. While the issue is being worked on, please follow our Community Alert for updates:

    We appreciate everyone's patience as we work to resolve this matter!

    -Coach Natalie

  • Aconserv
    Aconserv Member
    edited August 14

    Hello,

    I've been having the same problem with TIAA accounts as well for about 2 months. I talked to a TIAA tech person just now, and they said that Intuit (the parent company for Quicken/Simplifi) blocks updates to the TIAA accounts between 7am and 10pm Central Time. Could a coach look into this and get back to us?

    Thanks

This discussion has been closed.