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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
TIAA FSB (TIAA Trust Company) - One Step Update - not working properly
marshc01
One Step Update connects normally and a dialogue to match new investments to older ones or create a new ones appears as usual, but after this is completed no investment updates actually appear in the register although there should be many. Everything was OK as of March 1 but not on March 16. Any suggestions??
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Quicken Anja
Hello
@marshc01
,
Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.
Could you please provide which version of Quicken you have currently running?
Help > About Quicken
If you haven't already, could you please try deactivating the account(s) experiencing this issue and then reactivating through
Add Account
(
not through
Set Up Now
)?
Please, follow the steps found in this
support article
to deactivate. Once deactivated, to reactivate through
Add Account
, navigate to
Tools > Add Account...
, search for your Financial Institution name and follow the prompts to connect. Once your account(s) have been found, be sure to
link
them to the existing account(s) you have already set up in Quicken.
Let us know how it goes!
marshc01
Version R31.20, Build 27.1.31.20
Deactivating and reactivating did not change the situation - update appears to run, holding information is updated but no transactions are imported. One Step Update Summary states that no transactions were downloaded but holdings were updated as of correct day and time. There are in fact multiple transactions to import which I could do manually but prefer not to.
Quicken Anja
@marshc01
Thanks for the update and additional information.
Next, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. Please, follow the steps below in order to do so.
Navigate to
Edit
Preferences...
Quicken ID & Cloud accounts
Click
Sign in as a different user
(or it might say
Sign in using a different Quicken ID
)
Follow the prompts to
Sign Out
Sign back in using your Quicken ID (
email
) and password
Once that is done, see if the issue still continues to persist.
Let us know how it goes!
marshc01
The issue persists. I have a number of accounts with TIAA that update together using on-step update. All the others have continued to update OK so the update request is being handled properly by TIAA with this one exception. I suspect the problem is at their end.
marshc01
Problem resolved - presumably because it was fixed by TIAA
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