TD Ameritrade and BNY Mellon-Pershing

twarner1
twarner1 Quicken Windows Subscription Member ✭✭✭
edited July 2023 in Errors and Troubleshooting (Windows)

I have found that I can not have both of the subject accounts active in Quicken online update. I can have one or the other, but not both. I currently have the BNY Mellon-Pershing account set up as a direct connect. If I set up TD Waterhouse to download, then the BNY would error out stating that it is downloading activity for an account I don't have. I can't remember the exact error code and verbiage but it is time consuming to reproduce and then rectify again.

I just want anyone else with the rare combination of TD Ameritrade and BNY Mellon-Pershing account to know they don't play well together with Quicken online updates.

I have contacted Quicken and provided them control of my computer while experiencing this issue. They suggested I wait for an update.

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