Overview
This error occurs when the instance of the bank you are trying to connect to has been discontinued.
Message: "Your account connection no longer works, but we have a new and improved way to connect to your financial institution."
Care Code: 390
Error: CHANNEL_RESET_REQUIRED
To Resolve this Issue
You will need to reauthorize the accounts with the new active instance of that bank.
Before reauthorizing, you will need to ensure all accounts with the impacted bank instance are turned into manual accounts. You can do this by following the below steps:
Make your accounts manual
Hover over the left panel and select Settings.
Select Accounts.
Locate the account you'd like to make 'manual' and click the three-dot menu on the far right.
Select Make manual.
Click Make Manual to confirm.
Link your existing accounts
From the Accounts menu, select +Account in the upper left.
Choose the bank whose connection you want to reauthorize.
Enter the User ID and Password you use to sign in to your bank's website.
Click Connect (you might see Continue depending on the connection type).
Review the accounts found
You’ll see each account’s:Account Name.
Account Type.
Action that Quicken Simplifi will take.
Open the Action dropdown and choose the existing Quicken Simplifi account that the bank account should link to.
Important: Do not leave the Action set to “Add as New (no link)”, or Quicken Simplifi will create a duplicate account.
Click Add when finished.
If the steps above don't resolve the issue, please reach out to our support team.