TIAA blocks One Step Update

maximus30

Since 12/4, my One Step Update (OSU) won't process any updates for my list of several accounts because the TIAA update causes everything to hang up indefinitely. The status says "Waiting" and stays there until I force the app to quit. No error messages pop up. I performed an OSU on each of my other accounts individually, and the updates went through quickly and cleanly. But an OSU on my TIAA accounts causes the hang up.

I didn't take any unusual steps before this situation arose. Opened the app on the desktop, click the OSU icon, signed in, and poof.

Quicken Jasmine

Hello @maximus30,

I believe that this could be caused by a connection issue between TIAA and Quicken.

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let us know how it goes!