Neuberger Berman Changed URL (FDP-103 error)

Hello @sgreenstonenj,

Thank you for reaching out again! When I review the previous discussions you referenced, I can see that you never replied to either post. We are required to go through the appropriate troubleshooting steps with you before we can escalate the issue as needed.

To help troubleshoot this issue, I checked our internal tools and can see that you have tried both connection options. The Neuberger Berman BD LLC option gives a FDP-107 incorrect financial institution error message, and the Neuberger Berman - Mutual Fund Access option shows a FDP-103 invalid credentials error. Is that what you are seeing on your end also?

Since it has been over half a year since the initial troubleshooting steps were posted for the FDP-103 error, please try these troubleshooting steps again, and reply to let us know how it went:

1. Verify the bank selected is the correct instance – You may see several different instances of your bank; check to see if you’re using the correct one.
2. Verify that your login information is correct – 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 in Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

If the issue persists and the account is connected in your Quicken Simplifi, please follow these next steps to establish a completely fresh connection with the bank:

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.

I look forward to your response!

Thank you for your reply,

If you have followed all of the troubleshooting posted above, and the issue persists, please provide the following additional information so that we can further investigate the issue:

• 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 has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
• 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.

If you are not comfortable posting this information to this discussion, it is okay to send it via DM.

Please also send logs. You can do this by following these steps:

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.

Thank you!

Thank you for your reply @sgreenstonenj,

I understand that. However, we are required to go through the appropriate troubleshooting steps with you before we can escalate the issue as needed. Please provide the information requested in my post from 6 September.

Thank you!