unable to download TD Ameritrade transactions

wizard111
wizard111 Quicken Windows Subscription Member
edited January 31 in Registers & Transactions (Windows)

I previous user asked this and then answered their own question by stating "handled it like a rebranding problem". I have no idea what they did or what that means.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I expect that what they mean by that is this:

    1. Disconnect the TD Ameritrade from downloading.
    2. Disconnecting allows you to erase the Financial Institution and Account Number on the General tab of the Account Details screen.
    3. Having done that you go into the Online Services tab and click on "Set up Now…" to reconnect the Account
    4. That will allow you to tell Quicken that the Account is now at Schwab and Quicken should find that Account
    5. You then LINK that Account to the old TD Ameritrade Account

  • wizard111
    wizard111 Quicken Windows Subscription Member

    I still have all but five accounts at Ameritrade, and all of them stopped updating. The one account they switched to Schwab updates fine.

    So should I use steps 2 and 3 and see if they update?

This discussion has been closed.

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