Quicken freezes during Reset Account in Online Services tab(TDAmerirade)

My TDAmeritrade hasn't been downloading, for weeks, so I decided to Reset account under online services. Twice, this has locked quicken up completely(cant close, have to shut down PC) .. Just hangs opens a small dialog, with blank fields, then hangs as shown in screeen shot.

Ran quicken update in between attempts and am on the "latest".

(I have also contacted Ameritrade to verify that the account still has downloads enabled, but Quicken shouldn't lock up regardless)

Answers

  • Hello @Donnylee

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here what's causing the freeze. If you wouldn't mind could we try to see in a test file if we're able to connect to TDAmeritrade. This will let us know if we're having issues with TDAmeritrade connection or if it's a file specific error. I'll leave instructions down below on how to do so.

    https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    You'll see it down on the third step down below. Once you've had a chance let us know if you accounts add correctly. From there we'll see what we can do to get your main file back up and running.

    Thanks,

    Quicken Francisco


  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    Hi @""Quicken Francisco" ,

    When a Quicken User does a Reset, it always locks up Quicken.

    The User needs to Deactivate and do a Set Up Now, instead.

    I learned how it works, by doing it myself.


    thecreator - User of Quicken Subscription R33.24  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32 & 64-Bit Build 21390.1010
    also            Windows 10 Pro 64-Bit Build 19043.1052

    Note: Holding Down the Shift Key or Ctrl Key produces Window with Quicken 2019 in the Title Bar when clicking About Quicken,

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • @thecreator

    Thanks for letting me know! Does this happen on all your accounts or is it primarily on a certain FI/account type? I tried on my end but I was able to reset some of my accounts but didn't have any issues. This might be due to me not having a large amount of transactions or file age I believe. In any case deactivating/reactivating is the best step we can take. If you're unsure how to do so I can also leave steps down below.

    First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

    https://www.quicken.com/support/reactivating-deactivated-account

    Once you've tried this let us know if you're able to get your account back up and downloading. If not we'll take another look!

    Thanks,
    Quicken Francisco

  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    Hi @""Quicken Francisco" ,

    My Accounts are all working fine, now. This occurred awhile back, that I learned to Deactivate and Set up Now, is better to use, than Reset.
    thecreator - User of Quicken Subscription R33.24  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32 & 64-Bit Build 21390.1010
    also            Windows 10 Pro 64-Bit Build 19043.1052

    Note: Holding Down the Shift Key or Ctrl Key produces Window with Quicken 2019 in the Title Bar when clicking About Quicken,

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • Donnylee
    Donnylee Member
    I tried all the suggestions above

    1) Just deactivating, and setting up a new account
    2) making a test file with only one account in it
    3) uninstall, QcleanUI, reinstall, test one account in a new file.
    4)Uninstall, rename all the old directories, reinstall, etc....

    all lock up the same way as the screenshot , i first sent in.
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    edited February 5
    Hello @Donnylee

    Thank you for the response and the additional details.

    At this time I would recommend contacting support directly for advanced troubleshooting steps.
     

    https://www.quicken.com/support#contact-support
     

    Quicken Care has the tools to review and research this issue further.

    Thank you,
     

    -Quicken Tyka

    ~~~***~~~
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