NetX Exchange (NETXInvestor.com) FDP-106 (edited)

Hello @phlsphr,

Thanks for reaching out! I can see the FDP-106 error you are experiencing with NetExchange from our end. Generally, error code FDP-106 indicates that either the account name or the account number has changed at the bank. This would make sense then, since you stated that your account number was recently changed.

Can you please supply the following information so that we can look into investigating this issue further:

• 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.

Please also submit your logs via the 'Send Feedback' option:

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 @phlsphr,

Thank you for the requested information! Are you able to send the logs I requested above as well?

Let us know!

Hello @phlsphr,

Thank you! I have sent this information over to our service provider and will follow up here once we have 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

If the account is an investment account, the manual tracking steps are a little different:

• Make the account manual so you can add and edit Holdings: How to Make an Account 'Manual' | Quicken Simplifi Help Center
• Add/edit your Holdings to keep accurate records: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center

EWC-12423995

Hello @phlsphr,

I am back with an update from our service provider! We would like to escalate this issue further and may want to schedule a session with you to troubleshoot. Can you please provide your general availability over the next couple of weeks and confirm that the contact information within your Quicken profile is accurate?

Thank you!