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TD Ameritrade Transaction Download Issues

tszpara

Reguarly I get a OL-362-A error when connecting to TD Ameritrade. I deactivate and reactivate online connection DAILY. How does this get fized. Also most of my securities (usually daily options) do not show up. They come through as an unitentified security. With Interactive Brokers at least it gives me the option to add the new security.

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Comments

Quicken Jasmine

Hello @tszpara,

Thank you for reaching out to the Quicken Community with this issue.

We do currently have an active alert regarding connectivity issues with TD Bank, this could be contributing to the error that you are receiving. You may follow this link to access that alert where you may bookmark it in order to remain up to date on any new information, ETAs, or resolutions that may occur. If you do not see the option to bookmark, please make sure that you are signed into the Quicken Community.

I do apologize for any inconvenience in the meantime.

mshiggins

@tszpara I don't believe TD Bank and Ameritrade are the same FI, so not sure the alert is pertinent for your issue. Has Ameritrade advised you when your accounts are being migrated to Schwab? I would be inclined to wait until after that transition before trying to sort out the issue.

Boatnmaniac

I read an article that Schwab's integration of Ameritrade's customer accounts will not take place until Sep 2023.

mshiggins

https://community.quicken.com/discussion/comment/20356965#Comment_20356965

They started migrating accounts a few months ago. Mine is supposed to happen over Memorial weekend. I'm assuming the conversions will continue through September.