TIAA-CREF Brokerage Services unable to connect, but traditional TIAA works
Cannot establish a download connection to TIAA-CREF Brokerage Services. Connection for the standard TIAA (mutual fund) account works fine. I go to Add Account, Investment, Brokerage, then choose TIAA-CREF Brokerage Services, enter my (valid) TIAA name and password as indicated by the menu, and every time (for the past many weeks) it says, "Sorry. We encountered an error. (It's not your fault). " While I am glad to know it is not my fault, I would love to know WHOSE fault it is because neither Quicken nor TIAA-CREF will admit to any fault. The only troubleshooting I could perform was entering a fake ID and password to see if a DIFFERENT error would appear, but the same error appears.
Quicken Windows 2019 17.6
Quicken Windows 2019 17.6
0
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Does your password
Some banks or brokerages require special logon IDs, different from the website ID, to logon with Quicken. Check with the brokerage.contain any special characters other than A...Z, a...z, 0...9? If so, which
ones? Express Web Connect - connected
accounts cannot use these characters in passwords: & < > \ or /
Some passwords are "case sensitive", i.e., "PASSWORD" is
not equal to "password" or "Password"
How long is password? Could it be too long for what Quicken supports?
Some banks require that you (or their support center) enable your account for "third party access". Has that been done?
If you haven't done
so already, I'd say it's time to chat with Quicken Support or call them on the
phone and request help. They can look at a log file on your system and determine the exact cause of the problem.
Quicken Support:
please use this link only:
https://www.quicken.com/support#contact-support and select Chat or Phone support. Phone
support is only available during posted business hours. The phone number
can found at this website.
Premium Support (purchased separately or included as part of your
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found at the top of your My Account page at https://www.quicken.com/my-account (US) or https://www.quicken.com/canada/my-account (Canada) next to
"Quicken Premium Support"
when you log in with your Quicken ID.
found elsewhere on the Internet, even in some posts or emails from the
Community, may not be from Quicken or may not be up-to-date. Use those at
your own risk.
"Quicken support providers", the real Quicken Support is free
for all currently supported versions.
NO
Some passwords are "case sensitive", i.e., "PASSWORD" is not equal to "password" or "Password"
NOHow long is password? Could it be too long for what Quicken supports?
"Some banks or brokerages require special logon IDs, different from the website ID, to logon with Quicken. Check with the brokerage."
Quicken ADD screen states that it is EXACTLY THE SAME as the base account
"Some banks require that you (or their support center) enable your account for "third party access". Has that been done?"
UNSTATED
"If you haven't done so already, I'd say it's time to chat with Quicken Support or call them on the phone and request help. They can look at a log file on your system and determine the exact cause of the problem"
Spent 30 minutes on Quicken Chat this morning and he NEVER offered to download the log file. Told me to call TIAA which told me to call Quicken.