I keep getting an error message when I try to set up my TD Waterhouse (Canada) accounts

Jbest

I had my TD Waterhouse (Canada) accounts in Quicken but they weren't updating properly, so I deleted them and tried to add them again. Every time I try, I get an error (after inputting my account information and PIN):

Server Communication Error
Warning
There was a problem during communication with our servers:
Can't set up 'TD Waterhouse Canada Inc.'

Below it states:
OK (DISCOVERED_ACCOUNTS_READY_FOR_USER)

Please help!

Quicken Anja

Hello @Jbest,

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

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!

Jbest

Thanks, Anja.

I followed these instructions (there were no hidden accounts but there was one quicken password for the institution in the keychain). I updated the list of financial institutions and followed the steps to link my accounts (and again, I got through to the institution and it accepted my information and provided me with a PIN on my phone, which I then entered). However, I got exactly the same error message (server communication error: There was a problem during communication with our servers:
Can't set up 'TD Waterhouse Canada Inc.'

Any more suggestions?

Quicken Anja

Thank you for trying those steps and for providing an update.

Next, I suggest creating a new (test) file and try adding the account brand new to see if you receive the same result in the test file. If needed, please, review this support article for instructions on how to create a new file and how to switch back to your original file after.

Let us know how it goes!