Roundpoint Mortgage - Continued Error FDP-155

Sus2

I received an email that this connectivity issue with RoundPoint Mortgage was resolved. However, I am still receiving the error code FDP-155 and unable to connect?????

Quicken Anja

Hello @Sus2,

If you are still receiving this error after the Alert was marked resolved, then we advise that you please review this support article for guidance.

This error message means that the financial institution is blocking access to their servers which prevents Quicken from downloading data. In some cases, this block is permanent. However, as stated in the article linked above, you will need to contact your financial institution to confirm. If the financial institution is unable to assist you, then we advise contacting Quicken Support directly by phone or chat for further assistance and possible escalation if they see fit.

We apologize for any inconvenience! Thank you.

UKR

Just my 2cents' worth if I may …
I would not bother attempting to activate any loan or mortgage accounts for downloading. I would just simply set them up as "offline" (manual) loan accounts with a Scheduled Reminder to record the monthly payment from your checking account.
(Not discussing LOC or HELOC accounts here. They should be set up as offline credit card accounts)

At least in Quicken for Windows, an online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you ... if this process works at all.

As a result of being connected, the scheduled payment transaction reminder cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead. The category name seems to vary with the Loan Type you selected when creating the loan account in Quicken.

Effective with Quicken Windows 2018 and newer
you should be able to deactivate an online-connected loan account and regain full control over your transaction register. And you should also review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.

If you're a Q Mac user, you should be able to do something similar about setting up and maintaining an offline mortgage account together with a correctly calculated Scheduled Transaction Reminder for the monthly payments from your checking account.