First time user AND so many issues connecting accounts - Customer service can't fix; HELP

Question

I purchased the desktop software on June 18, 2024. My TD Bank and Morgan Stanley accounts won't Sync correctly. On the banking side, TD&MS you have to allow 3rd parties to retreive data, which I have done. I spent 1 hour last night with customer service and they told me they are having a lot of problems with the new version.

Also, I can't connect with ACORNS as well.

I'm using Windows 10 desktop. Also, the App won't sync. Sheesh!

Do I just ask for my money and to go another Company? How is Monarch? Anyone have any feedback? Thanks.

jeeper · Answer

here is the Quicken info for Acorns -

and the Investments attribute is not shown as avail for downloading - only Banking & Credit -

68589	68589	68589	Acorns

https://www.acorns.com/	N/A

https://www.acorns.com/	ACTIVE

BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

compared to Schwab - with the Investments attribute -

68824	68824	68824	Charles Schwab & Co., Inc.

https://www.schwab.com/	866-855-9102

https://www.schwab.com/	ACTIVE

BANKING,CREDIT,ACCOUNTINFO,INVESTMENT,401K&EXP-WEB-CONNECT

NotACPA · Answer

@FlackLLC We REALLY need the exact error message(s) in order to provide any meaningful help.  Otherwise, it's all guesswork and "20 Questions".

Also, please do HELP, About Quicken and tell  us the BUILD of Q that you're running.  There have been multiple updates recently, and "new version" could refer to any one of them.

UnoriginalUserName · Answer

Acorns doesn't work - I've been down this road. From what I was told by Tech Support was that Acorns doesn't support the connection method Quicken needs for Investment Accounts. Don't waste your time here; track it separately.

I can't speak to the others, unfortunately. FWIW, my TDA switched to Charles Schwab, but I don't think that has anything to do with the banking side.