Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

Hello @sgreenstonenj,

Thanks for the quick reply. I am glad you are no longer receiving the previous error, at least, as it means things are being fixed, even if this new error is now occurring.

With an FDP-106 error, users may generally receive this error if an account name or number changes at the bank or if an account is closed. Let's have you try the following steps to see if they resolve the current issue:

1. Refresh the connection
   1. Move your cursor to the top right and click Settings (gear icon).
   2. Select Accounts.
   3. Click + Accounts.
   4. Choose the bank whose connection you want to refresh.
      ​
2. Link your existing accounts
   1. Enter the User ID and Password you use to sign in to your bank's website.
   2. Click Connect (you might see Continue depending on the connection type).
   3. Review the accounts found
      You’ll see each account’s:
      • Account Name.
      • Account Type.
      • Action that Quicken Simplifi will take.
   4. Open the Action dropdown and choose the existing Quicken Simplifi account that the bank account should link to.
      • Important: Do not leave the Action set to “Add as New (no link)”, or Quicken Simplifi will create a duplicate account.
        ​
3. Click Add when finished.

If these steps do not work, please supply new logs to us:

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.

Hello @sgreenstonenj,

I have sent this new information over to the service provider and will follow up with further updates as I receive them. Thank you for your patience!

EWC - 12360383