TD Ameritrade OL-209-B

Dhinla

Hi - I have spoken with Quicken Premium Support multiple times and TDAmeritrade multiple times. I am getting OL-209-B error when I try OSU with TDAmeritrade. I have deactivated/reactivated. I have also tried setting up a new Quicken file just to see if the problem could be in my file, but even in a completely blank file, with no data, I cannot connect to TD from Quicken.

I have contact info at TDAmeritrade and, of course, at Quicken, but the frustration is trying to get the two companies to speak with each other. I tend not to think this is my fault or an issue with my file - I connect just fine with 4 other financial institutions through OSU, and the above example of trying with a brand-new, blank Quicken file, leads me to believe this is an issue between Quicken and TD. It has been going on for about a week.

I can provide Quicken with an email of a supervisor at TD, and could do same for TD.

Help please. Thank you!

Quicken Anja

Hello @Dhinla,

Thank you for reaching out to the Community and telling us bout your issue, though I apologize that you are experiencing this.

If you haven't already, please take a moment to review and follow the error-specific troubleshooting instructions found in this support article regarding error OL-209.

I hope this helps!

Dhinla

Quicken Anja:
The instructions basically say "sit tight for a couple of days and if not, contact your financial institution." I have done that. It has been over a week. TD Ameritrade says there is nothing wrong on their side. Quicken says there is nothing wrong on its side. As a customer, I am caught in the middle. One troubleshooting technique that Quicken support offered was to set up a brand new file, completely blank, and try to connect to TD - I have done that and even that fails.

I have provided Quicken with TDAmeritrade specific contact information - Mark Moreira. And I have provided Mark with Quicken's emails for Pehr and Dale. I pay for Quicken. I am respectfully asking Quicken to contact TD and find a solution, please. I did hear from Customer Care at Quicken that they are seeing a spike in failures with TD Ameritrade OSU attempts. Thanks.

Quicken Anja

Thank you for your response.

To clarify and confirm; did you also try the instructions provided in the blue dropdown sections titled Delete the files in your Temporary Internet Files folder in Windows and Alternative steps to delete the temporary files in the system that are found within the support article?

If the steps provided in the blue dropdown sections still fail to resolve the error, then as stated at the bottom of the support article:

• If the steps above do not resolve the issue, you will need to contact your financial institution.  Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution.  If your financial institution states they can't assist, an escalation with the financial institution may be necessary.

Since we do not have access to the financial institution servers in order to resolve this error, an escalation will need to be made on the financial institution's end. If you wish for a Quicken representative to relay this information to your financial institution, then what you can do is contact Quicken Support directly via phone and request that one of our support agents make a conference call to your financial institution with you. Our support agent will be able to assist you in explaining to your financial institution why this error cannot be resolved on our end and that it will require an escalation ticket to be made on their end instead. You can also use the support article for reference as well if you feel necessary.

Thank you.

Dhinla

Quicken Dale and Ameritrade Mark are in contact; Ameritrade found a bug on their side.