Not Able to connect to Principal Funds

fulcrum29
fulcrum29 Quicken Mac Subscription Member
edited February 2024 in Download, Add/Update Accounts (Mac)

Hi

I am trying to connect to my 401k at Principal Funds. I get a incorrect password error although I am able to login directly to their site and app. I guess it is something to do with 2 factor authentication.

Any help in this regard is very helpful.

PS : I am an absolutely new user who is migrating from Mint to Quicken.

Comments

  • nmayben
    nmayben Quicken Mac Subscription Member ✭✭

    I'm in a similar boat, sad to be losing Mint. In addition to Pricipal not working, my main bank, PenFed, isn't connecting!

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @fulcrum29 and @nmayben,

    If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed. 

    Thanks!

    -Quicken Jasmine

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  • nmayben
    nmayben Quicken Mac Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20403566#Comment_20403566

    I just got into Principal using "Principal Residential Mortgage"

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @nmayben,

    Thank you for coming back to update us, I am happy to hear that you were able to add your accounts for online services!

    @fulcrum29,

    Have you attempted to connect using the financial institution instance provided by @nmayben above?

    I look forward to hearing from you.

    -Quicken Jasmine

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  • TheLuckBox
    TheLuckBox Quicken Mac Subscription Member ✭✭

    I'm having the same issues. I have been successfully logged in using the Principal Residential Mortgage but that's not working either. Here is the error I'm getting:

    Screenshot 2023-12-16 at 9.07.52 AM.png
  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @TheLuckBox,

    An FDP-106 error can occur if you (or your bank) changed the account name at your bank's website or if your bank switched to a new account for you (such as for lost or stolen accounts). 

    You may follow this link to access a FAQ that provides more information and troubleshooting steps. It is recommended to save a backup before proceeding (just in case).

    I hope this helps!

    -Quicken Jasmine

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  • operalady
    operalady Quicken Windows Subscription Member ✭✭

    Nope. I've tried the recommendations on this page, and another that was posted by another with the exact issue. No joy. On top of that, I tried using the chat online and right in the middle of my interaction, the support person said he had to leave. Very frustrated.

This discussion has been closed.

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