SoFi Connection Broken

randompurplehippo

I just updated Quicken to v6.11.2 (Build 611.47329.100). I am on macOS 13.1.

SoFi Checking and Saving accounts are returning error.

Here's the error I am getting
AGGREGATOR_IN_ERROR (CP_SERVER_ERROR:FDP-8400)

Quicken Jared

randompurplehippo said:

I just updated Quicken to v6.11.2 (Build 611.47329.100). I am on macOS 13.1.

SoFi Checking and Saving accounts are returning error.

Here's the error I am getting
AGGREGATOR_IN_ERROR (CP_SERVER_ERROR:FDP-8400)

Hello @randompurplehippo,       

We are sorry to hear about these online banking errors. Thank you for looking to the Quicken Community for assistance.

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know if you notice any changes after making use of these instructions.

Thank you,

Quicken Jared 

randompurplehippo

It is fixed, following your instructions. Steps 9 to 12 doesn't seem to apply for the latest for Quicken for Mac. Looks like SoFi connector was updated recently and required complete disconnect & removal of credentials from Keychain. Thank you, appreciate your help.

Quicken Jared

randompurplehippo said:

It is fixed, following your instructions. Steps 9 to 12 doesn't seem to apply for the latest for Quicken for Mac. Looks like SoFi connector was updated recently and required complete disconnect & removal of credentials from Keychain. Thank you, appreciate your help.

Hello @randompurplehippo,  

Thanks so much for following up with me to let me know how things turned out. I am glad to hear that the problem seems to be resolved, and I appreciate the info about those extraneous steps; I'll keep that in mind going forward.

Have a great day, and feel free to reach out with any other questions or concerns.

Best wishes,

Quicken Jared