TastyTrade - Tastyworks connectivity - FDP-101 (edited)

RomanBones
RomanBones Member ✭
edited February 27 in Adding and Updating Accounts

What happened to Tastytrade/Tastyworks connectivity? It was working until a few weeks ago and can no longer connect my account.

Has support been lost for this institution?

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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @RomanBones,

    Thanks for reaching out! On our end, I can see you are encountering an FDP-101 error when trying to connect to Tastyworks in Quicken Simplifi. I would verify if the following steps work to resolve the issue:

    • 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 how this goes!

    -Coach Jon

  • RomanBones
    RomanBones Member ✭

    I have already done one better .. I've removed the account completely and trying to re-create/connect. No luck. Still receiving the FDP-101 error.

    I'm able to successfully connect with Empower so it's not TastyTrade.

    And with BoA connection being down also, that's two accounts I'm unable to connect through Simplifi so it's becoming much less useful to me.

  • slpeeler
    slpeeler Member ✭

    Im also encountered this issue and cant get it to fix, pretty annoying.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your replies,

    Hello @slpeeler,

    https://community.simplifimoney.com/discussion/comment/66543#Comment_66543

    When did you first notice this issue? Have you followed the troubleshooting @Coach Jon posted earlier in this discussion?

    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.

    @RomanBones,

    https://community.simplifimoney.com/discussion/comment/66529#Comment_66529

    To help further investigate the issue, please provide a screenshot of the error message you are seeing (make sure to redact any personal information). 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

  • RomanBones
    RomanBones Member ✭

    Hi Kristina,

    Here is the error

    image.png

    Logs sent at 1017pm on 3/2/26

    image.png
  • Coach Jon
    Coach Jon Moderator admin

    Hello @RomanBones,

    Thank you for the reply and for providing that information! Can you also supply 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.

    You may feel free to DM this to me if you prefer!

    -Coach Jon

  • RomanBones
    RomanBones Member ✭

    Coach Jon, I DM'd you the screenshot requested.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @RomanBones,

    Thanks for the additional information! I reported this to our service provider and will follow up here with any updates going forward.

    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 - 12274258

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello @RomanBones,

    I am back with an update from our service provider. They came back requesting a debug session with you to further troubleshoot this issue. Before we can request this session, we need a little information. Feel free to DM me this information:

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

    Thank you!

    -Coach Jon

  • RomanBones
    RomanBones Member ✭

    Sent you DM with info requested.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @RomanBones,

    Thank you! I did provide our team with this information, so be sure to be on the lookout for an email from our engineering team. Once they reach out, they will confirm a date and time for the session with you.

    In the meantime, you can track the account manually. Here are the steps to add a manual account:  https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_933c74c4b4

    And here are the steps for adding manual transactions:  https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99

    If the account is an investment account, you can add/edit the holdings to keep your records up-to-date:  https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi

    If the account is an investment account, you can also add Investment Transactions, if needed:  https://support.simplifi.quicken.com/en/articles/6540220-managing-investment-transactions#h_103b01fa6f

    CTP-16569

    -Coach Jon

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