Connections to TD Bank
My bank is TD Bank.
After the recent outage, a One-Step-Update to the bank resulted in re-activating the account, and the connection type changed from Direct Connect to Express Web Connect+.
After realizing that bill pay from the Online Center was now not available with Web Connect, I deactivated the account, and when it was activated, it had changed back to Direct Connect, but now, One-Step-Update would not bring down the current balance and transactions! The On-Line Balance was missing!
Now I can't get the connection to change to Express Web Connect!
How do I do that?
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Hello @BillyDick,
First, I suggest attempting to deactivate all accounts with TD Bank, then reactivating them. Please, follow the instructions below in order to do so. However, before doing so I do recommend saving a backup (just in case). Also, when you are taken to the screen where you input your login information, you should see an Advanced Options button in the bottom corner, if you click this, you will be able to choose from the available connection methods.
- Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
- If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
- Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
- 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.
- When finished, close the Account List
- Close, then re-open Quicken
- Navigate to Tools > Add Account
- 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
- Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
I hope this helps!
-Quicken Jasmine
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Quicken Jasmine:
Thank you!!
I followed your instructions to the letter, and it worked flawlessly!
Quicken now shows an Online Balance and the connection is Express Web Connect+
Thanks Again!!
ABTW: I'm not real happy that I now have to pay bills with TD Bank Bill Pay!!
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If your bank (the one that runs your checking account) recently required you to reauthorize your checking account and/or your bank has changed from "Direct Connect" to either "Express Web Connect" or "Express Web Connect+" you can no longer use Online Bill Pay direct to the bank or Quicken Bill Manager's Quick Pay function. The bank no longer supports this function through Quicken.
IMHO, you have these alternatives (in no particular order of preference):
1. Use Quicken Bill Manager's Check Pay making sure to submit payment early enough (at least 3 weeks before due date) to allow time for delivery and processing. Note: limited number of free transactions per month.
2. Every month logon to the bank's website and, using the bank's Bill Pay service, schedule your bill pay payments to be executed by the bank from your checking account. In parallel to that, in Quicken use a regular Scheduled Reminder to record your payment. Repeat both actions every time another payment is due.
3. Bypass Bill Manager. Let the biller's (or credit card company's) computer system do all the work for you. Logon to the biller's website once and set up their Autopay, APS, Direct debit, etc. service to make the current payment and all future payments on Due Date directly from your checking account. In parallel to that, in Quicken, every month, record a regular Scheduled Reminder to keep track of your payments before they come due.
4. Write (or print with Quicken) a paper check and mail it to the biller, making sure to mail payment early enough (at least 10 days before due date) to allow time for delivery and processing.I've been using method #3 for decades, since before the Internet and transaction download capabilities were even introduced. It's easy to get used to this process. And I have yet to miss a single payment.
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Hello @BillyDick,
Thank you for coming back to update us, I am happy to hear that we were able to resolve the issue!
Please do not hesitate to reach out with any further questions or concerns!
-Quicken Jasmine
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Quicken Jasmine:
Well, it happened again, but this time I can't get back to Express Web Connect!!
During a One Step Update, Quicken told me TD Bank needed a re-authorization, but when the re-auth finished, it was back to Direct Connect!
I re-applied your instructions, but this time, even though the TD Bank re-auth was successful, Quicken says the sign-in failed and to try again!
I've tried several times with no success! Help!!
Edit: Quicken becomes unresponsive after x'ing out of the Failed message and have to kill Quicken with Task Manager and restart!!
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Same issue being reported by multiple people today.
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Would someone please respond to the latest posts in
Connections to TD BankThis post has been unanswered since August 9!!
I'm paying an annual fee for this software to work and I haven't been able to connect with my bank since August 9!!
Edit: It's not just me!! Others are having the same problem!!
[Merged Post]
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Thank you for your reply,
Currently, there is a known issue which has already been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, you can bookmark this Community Alert to get updates when available and to know when the issue is resolved. If you do not see the bookmark icon at the upper right, please make sure you are logged into the Community.
That known issue is the most likely reason that you are currently unable to reconnect.
Thank you!
(Ticket# 11213548/CTP-10653 & 10358)
Quicken Kristina
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08/13/2024 Update:
Over the last few days, TD Bank was not on the One Step Update pulldowm, now it is!
I just did a One Step Update for TD Bank and it updated and completed, but no transactions were downloaded, but I now have an Online Balance!!
Online Services is still Direct Connect!
What should I do now!!
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Yes it's been a week and I'm still having problems. The people at TD Bank gave me instructions but even when I follow them I'm having problems. Quicken was finally connecting with the back and although it said it was updating, transactions are not coming through.
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Still the same problem for me today, 8/18/24!
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Hello All,
Please be aware that this issue lies on TD Bank's servers, which Quicken does not have access too. Also, please take note that this issue has now been extended to affecting Direct Connect as well. Due to that, we do not recommend attempting to switch to Direct Connect as that will not help this issue. However, not every user will experience this issue, hence why there may be some users who utilize Direct Connect who are not experiencing any issues. For any further updates or information, please follow this link to bookmark the alert.
I hope this clears things up!
-Quicken Jasmine
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Hi All,
We’ve received word from our service provider that the connection to TD Bank is being re-enabled.
Please check out the new update on our alert for the latest details. Thank you!
Quicken Janean
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Quicken Janean:
That is welcome news, but, is the connection Direct Connect or Express Web Connect??
And, to reconnect to TD Bank, do I have to follow Quicken Jasmine's instructions above by de-activating the account, etc., , or just perform a One Step Update??
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@BillyDick, You should be able to connect to either connection method and I would try to run a One Step Update. If for some reason that does not work, let us know and we can help you troubleshoot further. Thanks!
Quicken Janean
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Quicken Janean;
After reading your latest post, I did a One Step Update and the update took a split second, and no transactions were downloaded!!
I then went into Edit and followed Quicken Jasmine's instructions and picked Direct Connect in Advanced Options!
Instead of completing the connection, it went back to the sign-on screen and asked for my Username and Password!!
I then picked Express Web Connect from Advanced Options, and, after the Authorization at TD Bank, the connection completed and transactions were downloaded! (Although there were some duplicates that I deleted!
Quicken's TD Bank balance and TD Bank's balance did not agree, and I could not discover the reason why, so I entered an Adjustment in Quicked to bring them in sync!!
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The TD Bank connection is still not working. When will this be resolved!!!
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Having same problem with TD saying it has downloaded transactions but they're not appearing in Quicken Classic Premier. Have tried 'resetting' and multiple attempts running through 'deactivating' but keep returning to successfully connecting with no transactions downloading to Quicken. Hoping that communications between Quicken and TD are ongoing and this can be resolved.
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Have you tried this…
Windows 11 (2 separate computers)..... Quicken Premier.. HAVE USED QUICKEN CONTINUOUSLY SINCE 1985.
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Hello All,
We do now have this active alert which you can bookmark for further updates. The alert states to attempt to reactivate/deactivate your TD Bank accounts, if this does not resolve the issue then please reach out directly to Quicken Support.
I apologize for the inconvenience.
Thanks!
-Quicken Jasmine
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