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OSAIC Connection

JaredK78

I can log in at the Osaic eQuipt Client portal here (https://app.osaic.com/equipt/login), but I get the error below when trying to add the account to my Quicken Classic for Mac (Version 7.10.1) account.

NFS's Wealthscape portal formerly managed my account, but the account has recently switched to Osaic. I no longer have a Wealthscape login; only an eQuipt login. Can you help?

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Comments

Quicken Kristina

Hello @JaredK78,

I'm sorry to hear you're encountering this issue. To help troubleshoot this issue, please provide more information. Are you trying to add this account to your Quicken for the first time, or was it previously connected? If you haven't already done so, please follow the applicable steps in this article on FDP-103 errors:

https://www.quicken.com/support/error-when-adding-or-updating-accounts-103-or-did-you-mistype-your-sign-info/

I would also recommend that you check with the financial institution to determine if any additional authorization is needed from them to connect your account(s) in Quicken. Some financial institutions require you to authorize 3rd party apps before it will allow you to connect.

I hope this helps!

JaredK78

Was able to talk to Osaic and get a workaround. Thank you.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear Osaic was able to help you find a work-around. To help anyone else who encounters this issue and finds this discussion, what did Osaic recommend you do?

If you need further assistance, please feel free to reach out!