TD Bank reauthorization failing (QWIN)

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Answers

  • dubblek2
    dubblek2 Quicken Windows Subscription Member ✭✭

    Follw up re Connection Type…

    After getting reconnected and reauthorized, albiet the funky "First Community Bank" scenario described in the prior post… this is what Account Details reports:

    Don't see any choice re Connection Method there, and when you click on the question mark next to "Express WEb Connect+" this is displayed:

    Note the reference here to "First Community Bank" there as well… again, just saying…

  • goingape
    goingape Quicken Windows Subscription Member ✭✭

    Thierry, The account wasn't added as a new account. I was able to reconnect the account that I've had in quicken for many years. It didn't ask for an opening balance when I connected to TD it just downloaded the last couple weeks of transactions. Somehow it picked a date to download transactions from. I have them all matched and my main acct is showing a $400-500 difference than the online balance. All of my transactions are entered into Quicken and the balance I had was correct with TD before the reconnect. Maybe TD is adding a new way to charge fees?

  • RobMc1
    RobMc1 Quicken Windows Subscription Member ✭✭

    Any update to this issue?

  • knute97
    knute97 Quicken Windows Subscription Member ✭✭

    I was able to download TD Bank checking, savings and credit card for 2 days using the web connect setup.

    Today, however, all 3 account deactivated and did not download.

    Tried to reestablish the connection thru web connect and, while the accounts were found, I could not link them to existing accounts.

  • knute97
    knute97 Quicken Windows Subscription Member ✭✭

    After several tries at establishing a web connect connection that allowed me to append transactions to existing TD accounts, it finally worked!

    A couple of things that I did notice - not all occurring at the same time.

    1. Several times the attempt located my TD accounts, but I could not add them to existing accounts.
    2. Sometimes boxes were unchecked prior to one step updates.
    3. Every time that I did connect and download transactions, the account opening balances were some false number that made the Quicken balance not agree with the online balance. To correct, I had to go to the account beginning transaction and set it to $0.

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