Wealthfront Inc.

System

This discussion was created from comments split from: cc-502 with flagstar bank.

brianemacy

Same here with Wealthfront. It started failing recently and trying to reconnect from scratch with a new generated app password gives there errors:

error #1
level: 4 (Debug = 0, Critical = 6)

description:
Server side error.

suggestion:
Try again later.

system description:
institution login: can't setup (server error)
institution login Sync Id: (null)
BID: 17260
FI name: Wealthfront Inc.


poll response:
{
"status" : "AGGREGATOR_IN_ERROR",
"aggregators" : [
{
"channel" : "FDP_DEFAULT",
"cpAggStatusCode" : "FDP-101",
"aggStatus" : "CP_SCRIPT_ERROR",
"isProcessing" : false,
"cpAggStatusDetail" : "org.json.JSONException: A JSONObject text must begin with '{' at 1 [character 2 line 1]"
}

Quicken Jared

brianemacy said:

Same here with Wealthfront. It started failing recently and trying to reconnect from scratch with a new generated app password gives there errors:

error #1
level: 4 (Debug = 0, Critical = 6)

description:
Server side error.

suggestion:
Try again later.

system description:
institution login: can't setup (server error)
institution login Sync Id: (null)
BID: 17260
FI name: Wealthfront Inc.


poll response:
{
"status" : "AGGREGATOR_IN_ERROR",
"aggregators" : [
{
"channel" : "FDP_DEFAULT",
"cpAggStatusCode" : "FDP-101",
"aggStatus" : "CP_SCRIPT_ERROR",
"isProcessing" : false,
"cpAggStatusDetail" : "org.json.JSONException: A JSONObject text must begin with '{' at 1 [character 2 line 1]"
}

Hello @brianemacy, 

I am sorry to hear about this problem with online banking connectivity. Thank you for reaching out about this here on the Quicken Community.

First, save a backup by navigating to File > Save a Backup... in the upper menu at the top of the screen while Quicken is open, then proceed through the instructions provided below:

First, deactivate all the accounts with the affected financial institution

1. Open Quicken.
2. Go to the Accounts menu and choose Hide and Show Accounts;
3. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
4. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
5. Click the Settings icon in the bottom right corner of the screen.
6. Select the Downloads tab.
7. Click on Disconnect Account.
8. Click Done. Do this on each account with this FI. 
9. Quit Quicken.

Second, delete Quicken passwords from the Keychain

1. Open Finder and go to Applications > Utilities > Keychain Access app;
2. On the left panel in the Keychain app, set the Keychains to Login and the Category to Passwords.
3. Find and delete any entries that show Quicken or Quicken Connect and this FI name;
4. Quit the Keychain Access app and open Quicken.

Third, update the bank list in Quicken

1. Go to Accounts > New and pick an account type matching one of the affected accounts.
2. At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
3. When the list finishes updating, it will display the current date. Click the Show List button to continue.

Lastly, re-add the accounts

1. Type the name of the financial institution and make the appropriate selection.
2. Enter your login credentials and click Continue.
3. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.

I hope to correspond with you about this further, if necessary. 

Thank you,

Quicken Jared