FDP-106 Space Coast Credit Union

Travis B.
Travis B. Member ✭
edited November 14 in Adding and Updating Accounts

I have had connection issues for about a week now and I did not change any info with by bank account. I have tried resetting the connection multiple times and that did not work.

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Travis B.,

    Thank you for letting us know you're encountering this issue. To troubleshoot, I recommend that you make the account manual (for instructions, click here), add the account (for instructions, click here), then carefully link the account to the existing account in Quicken Simplifi (for instructions, click here).

    Please let me know how it goes!

    -Coach Kristina

  • Travis B.
    Travis B. Member ✭

    I tried twice and it fails to add the accounts following these steps. The MFA appears to be working, since I receive text messages after entering my information.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your reply,

    Since the troubleshooting did not correct the issue, please provide the following information so that we can further investigate:

    • The name of the account, as it appears in Quicken Simplifi.
    • The name of the account, as it appears on the bank's website.
    • What type of account are you attempting to connect?
    • Has there been any changes made to the bank's website or the sign-in process recently?
    • Has there been any activity in the account in the last 90 days?
    • What is the exact URL you see after signing into the bank’s website?
    • 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).

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

    Please also send logs. To do that, please follow 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!

    -Coach Kristina

  • Travis B.
    Travis B. Member ✭

    The balanced updated yesterday, but then it stopped working again today. I just sent the logs. It is a checking account that is actively used and its name is in the title of this discussion. Last time I had these issues there was a significant update by the bank, which they advertised on their website.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Travis B.,

    Thanks for the reply! You may receive this error if an account name or number changes at your bank, or if an account is closed. Most users would experience this message after replacing their credit card due to it being lost or stolen. If the account updated correctly the day before yesterday, and then the issue started again yesterday, this does seem pretty peculiar.

    Have you tried connecting from a different web browser/incognito mode to see if the issue still occurs for you? Let us know!

    -Coach Jon

This discussion has been closed.

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