EQ Bank Error FDP-106

Hello @donnajean,

Thanks for reaching out! I do see that EQ Bank is reporting connection issues at this time. I would see if the following steps help to resolve the issue you are seeing:

• Make all of the accounts with the bank manual by following the steps here.
• 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.
• 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!

Hello @donnajean,

Thanks for the update! I can certainly understand waiting to see if the bank connection will fix itself. If you can provide the following information, we can work on getting this issue escalated if you prefer:

• 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?
• Have 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 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.

We will also need logs:

1. Log in to 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.

Hello @jutremb,

Thank you for letting us know you're also seeing this issue. If you haven't already done so, please follow the troubleshooting from @Coach Jon's earlier post:

If that troubleshooting does not resolve the issue, then please provide the information @Coach Jon requested earlier.

Thank you!

Hello @donnajean,

Thanks for the requested information. I did get this escalated with our service provider and will follow up when we have any updates on the issue.

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

EWC - 12190463

Hello @donnajean,

I've heard back from our service provider, and it looks like they would like to set up a call to do more advanced troubleshooting. To request this session, I will need the following info from you:

1. Confirm that the email address and phone number listed in your Quicken Simplifi Account are up to date and your best contact information.
2. Provide your general availability over the next few weeks, and please also include your time zone with this.

Let us know if this is something you can do!

Hello @donnajean,

Thanks for the reply! We would need your general availability over the next few weeks, not just next week. This is because these things can take some time to schedule. Let us know!

Hello @donnajean,

Thank you for that information! I did request this session with our product team, and someone will be sure to contact you via email when they are ready to schedule. Be sure to be on the lookout for when they do.

Thank you!

CTP-16124