Raymond James - FDP-101/FDP-102/FDP-155 (edited)

virshu
virshu Member ✭✭

This problem started 2 days ago. I tried to reset connection, and the problem is still there:

We are unable to connect to Raymond James & Associates at this time. Please try again later.
Care Code: FDP-102

-Professor Felix

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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @virshu,

    Thanks for reaching out! I can see the FDP-102 error you are experiencing from our side as well. Typically, this error resolves itself after 24-48 hours.

    If the issue is still occurring, I would see 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

  • virshu
    virshu Member ✭✭
    edited April 10

    Hello -

    Thank you for such quick response. I truly appreciate that!

    • Like I said in the original post, the problem started 2 days ago. I waited for 48 hours before raising an issue here.
    • As I also said in the original post, I tried reset the connection. Isn't it the same as marking as manual, and then re-connecting it? Please advise,
    • I am using Empower for the functionality similar to Simplifi (aggregating multiple accounts on one dashboard). Empower has no problems connecting and pulling data from RJ. So, I have to assume that the problem is on Simplifi side and not on RJ

    Let me know if I can help you troubleshooting this issue in any other way

    Professor Felix

    UPDATE: I also noticed that the problematic account doesn't have three dots. I can't switch it to Manual the way that your link instructs.

    image.png

    -Professor Felix

  • Coach Jon
    Coach Jon Moderator admin

    Hello @virshu,

    The troubleshooting steps I gave are not the same as resetting the connection. It allows for establishing a completely fresh connection when done this way. I also cannot comment on other third-party programs, since I would not really know how they would work.

    If you select "Manage updates" as shown in your screenshots, then select "Always", it should allow you to access the 3-dot menu. Let us know!

    -Coach Jon

  • virshu
    virshu Member ✭✭

    It has always been "Always (default)". I even changed it to "Daily" and back to "Always". No three dots. Not asking you to comment on third-party programs. Rather, trying to eliminate RJ as root cause of the problem. Many years ago I was a QA analyst - it used to be a common troubleshooting technique. Maybe times have changed.

    image.png

    -Professor Felix

    -Professor Felix

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your reply,

    To clarify, is the Raymond James account the only one missing the 3 dots, or do you not see them for any account? Do you encounter the same issue when using an alternate browser or the mobile app?

    Thank you!

    -Coach Kristina

  • virshu
    virshu Member ✭✭

    it's the only one - but of course, it is the only one that has trouble. And it is the same issue in desktop app, Chrome, Edge, and mobile app

    -Professor Felix

    -Professor Felix

  • EL1234
    EL1234 Member ✭✭✭✭

    My Raymond James account is not connecting either now, but I am seeing FDP-101.

  • virshu
    virshu Member ✭✭

    @EL1234 - I started seeing FDP-101 today as well

    -Professor Felix

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your replies,

    Thank you for letting us know you're also encountering an issue connecting. When I check our internal tools, I can see that you did get the FDP-101, but the error changed to a FDP-102 when you tried again later. Does that match what you saw on your end?

    Thank you for letting us know the error changed to a FDP-101. The initial troubleshooting for a FDP-101 error is to wait 48 hours from when you saw the error and try again.

    Please let us know if the issue persists!

    -Coach Kristina

  • EL1234
    EL1234 Member ✭✭✭✭

    Hi, that's correct, now I see FDP-102. I'm not sure when it changed.

  • virshu
    virshu Member ✭✭

    FWIW, I got FDP-102 again (as opposed to 101). Don't know what difference it makes.

    -Professor Felix

  • EL1234
    EL1234 Member ✭✭✭✭

    You made me curious so I went to check, and now I have FDP-155!

  • Coach Jon
    Coach Jon Moderator admin

    Hello @EL1234,

    Thanks for letting us know! Can you please 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.

    We will also need logs to be sent, please:

    1. Log in to the Quicken Simplifi Web App.
    2. Select the Profile icon in the upper-right corner of the screen.
    3. With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
    4. Leave all boxes checked, add a brief description of the issue, and then click Send.
    image.png

    -Coach Jon

  • MWA
    MWA Member ✭✭✭

    Raymond James is not connecting currently with an FDP-155 error.

    Message says it's being worked on, but don't see this in the known online banking issues.

  • Coach Jon
    Coach Jon Moderator admin

    Hello everyone!

    We are aware of the known issue with Raymond James, and we do have an alert you can follow while our team works on a resolution!

    In the meantime, you can track the accounts 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

    Thank you for your patience!

    -Coach Jon

  • EL1234
    EL1234 Member ✭✭✭✭

    Thanks! Do you still need the info you asked me for upthread? I can't log in right now since I don't have the linked phone with me. But this is the url I use to log in on the website: https://clientaccess.rjf.com/

  • Coach Jon
    Coach Jon Moderator admin

    Hello @EL1234,

    No, that is fine. We will let you know if anything else is needed as we work to resolve this issue! Thank you!

    -Coach Jon

  • EL1234
    EL1234 Member ✭✭✭✭

    Thanks!