Trying to set up "update" for TD Canada Trust

bilkeo52

Trying to set up a TD Canada Trust account.  Keep getting a message that TD requires more info.  It is a CAPTCA type box.  I enter the info and another box immediately appears.  It never stops.  Any suggestions??

Thank you 
Bill Keogh

Quicken Sarah

Hello @bilkeo52

Thank you for taking the time to report the details of this issue to the Community, although I apologize that you have not yet received a response.

Based on the behavior being described, it is possible that the internal "master list" of Financial Institution information in Quicken may be out of date and needs to be updated.

If you haven't already, please visit https://www.quicken.com/support/what-do-if-my-bank-not-listed-quicken-or-if-my-bank-was-recently-added-quicken and follow the steps to refresh the financial institution list.

If this issue persists, another recommendation would be to log directly into the accounts at the TD Canada Trust website and download the transaction activity in a Web Connect (.QFX) file.  

When the file is opened, Quicken will ask if you are creating a new account or linking the data to an existing account.  It sounds like this is a first-time setup for this account so you will want to select to create a new account.

The transactions will then import into Quicken and once the import has completed, please then go to the Tools menu > Account List and click the "Edit" button to the right of the new account name.

In the window that opens, select the middle tab for "Online Services" and click the link that says "your financial institution supports an improved connection method, click here to find out more and get set up" and follow the prompts to activate downloads for the account.

It should now accept the Captcha and add the account successfully, but please let us know how it goes.

Thank you,

Sarah

Quicken Sarah

Hello @bilkeo52

Thank you for taking the time to report the details of this issue to the Community, although I apologize that you have not yet received a response.

Based on the behavior being described, it is possible that the internal "master list" of Financial Institution information in Quicken may be out of date and needs to be updated.

If you haven't already, please visit https://www.quicken.com/support/what-do-if-my-bank-not-listed-quicken-or-if-my-bank-was-recently-added-quicken and follow the steps to refresh the financial institution list.

If this issue persists, another recommendation would be to log directly into the accounts at the TD Canada Trust website and download the transaction activity in a Web Connect (.QFX) file.  

When the file is opened, Quicken will ask if you are creating a new account or linking the data to an existing account.  It sounds like this is a first-time setup for this account so you will want to select to create a new account.

The transactions will then import into Quicken and once the import has completed, please then go to the Tools menu > Account List and click the "Edit" button to the right of the new account name.

In the window that opens, select the middle tab for "Online Services" and click the link that says "your financial institution supports an improved connection method, click here to find out more and get set up" and follow the prompts to activate downloads for the account.

It should now accept the Captcha and add the account successfully, but please let us know how it goes.

Thank you,

Sarah