TD Bank reauthorization failing (QWIN)
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I was able to import all of my accounts from TD Bank into Quicken using the export from TD Bank and import from Quicken. Not sure if it will stick but we shall see.
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I have used the export from TD Bank and import from Quicken. It did so w/out error However, it did not post any updates to my accounts. Has anyone done this and saw your account update?
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It is August 15th and I still get an error after I re-authorize the access to the accounts on the TD Bank website. It says the accounts have been authorized and returns to Quicken but then it gives this error:
Care Code: FDP-390Details:
CHANNEL_RESET_REQUIRED
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Could you please provide an update on the progress of fixing this error? I attempted the export-import option, but it didn't capture all the transactions. I'm concerned that when the issue is finally resolved, I might end up with duplicate downloads. We've been waiting for over a week, and not receiving any updates worsens the situation. Many of us rely on projecting our cash flow to avoid overdrawing our accounts, so this is a critical matter.
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@Andy222 Have you tried expert/import one TD account at a time? That worked for me. And when importing the selection box shows you how many transactions are in the file.
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@Quicken Anja Any updates? Everybody here is anxious and many highly inconvenienced by this.
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I too am aggravated by the disconnect as I manage 8 TD accounts in my instance of Quicken and rely heavily on the download process working properly. This is not the first time I have had this issue being able to download TD transactions. eric11789 above does show how to download transactions from TD and then pretty easily import to Quicken as a backup process. This is certainly easier than doing a manual reconcile by adding transactions into Quicken while pulling them from the TD web site. The only challenge is that I do not believe that transactions that show as Pending on the TD site are included in the manual import. Frankly, I want them to get the fix done correctly AND securely so that the problem is resolved and doesn't recur.
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I understand what you are saying doing it manually. But the point is —→ one step update should be working and auto reconcile as well. What seems to be is that all seem to be upset that this has not been resolved for a period. Also when you have multiple accounts at on branch it becomes a small burden. Albeit that I have 7 accounts with this institution.
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Hello @Fernando N,
Please refer to this Community Alert for any and all available updates and information. We do not have any further information available beyond what has already been posted and/or will be posted going forward.
We apologize for any inconvenience! Thank you.
-Quicken Anja
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@Quicken Anja - We need an update on this fix ASAP. The delay is crushing my business. Please provide updates every day (and throughout the day) until this is fixed!
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Does Quicken have anyone monitoring this conversation? I have been on the line with Tech Support and he referred me to this conversation thread. I've been a long time Quicken user and have also relied on this one step update feature with TD Bank.
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Another FWIW comment that I can add: I am extremely frustrated with this, but I need to note that I tried an alternative product today, and set up a trial for bank connectivity, and it also failed to connect to TD Bank. The problem seems to have something to do with the way TD is handling MFA.
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seriously quicken - get this fixed!
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I am also having the same problem…..taking too long to get this resolved!
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I also have been experiencing the same frustrating issue with circular requests to "authorize TD accounts" which TD says are authorized but Quicken then times out and the link between TD Bank and Quicken fails. I have called TD Bank customer service and am told that all is well on their end. If this continues much longer, I will likely re-think my continued use of Quicken. I have relied on this connection for years and have never seen an important issue such as this go on for so long…especially with little to no updates from Quicken!
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Quicken Is The Best.
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I just contacted TD again 8/15/24 and at least this time, they were honest that it's in their realm… but they could not give me any ETA for solving… very very disappointing…. I can't believe how terrible this is… Hope they get it sorted soon!!!!!
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After opening a new checking account with PNC, and not being able to verify the account with TD, I'm thinking the issue is more of a TD problem. But….That said….Quicken should be pushing TD to fix this. I'll drop TD in a heartbeat.
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Again — I tried a different financial management tool today with Online bank connections, and it also failed connecting to TD Bank at exactly the same point that Quicken fails. That leads me to believe that the problem is with TD, not Quicken, and it has to do with the logic required to handle MFA.
My thought process is starting to evolve to this: regardless if the issue is with TD or Quicken, if a simple technical issue like this cannot be easily solved, and nobody knows what the problem is, I would be more concerned with the security of the protocols and passing over my bank credentials using 3rd party software. We are consistently told that it is very secure. "Oh really?" If this is broken and too complicated to fix, how can we trust that the underlying security protocols are bullet-proof?
I think I might abandon the online connections, and just start downloading manually from TD myself. I don't know if I can trust 3rd parties with my bank credentials.
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Received the following from TD BANK:
I appreciate you taking the time to reach us today about Quicken.
I hear your concerns and I am happy to review.
We have been made aware of maintenance occurring with Quicken/Quickbooks software.
If it is helpful, you may export recent account activity in Quicken compatible file formats by selecting the Export button on your account history page. This should allow you to manually import your account activity.
At this time, we are not aware of an ETA on when this maintenance will be completed; however, you may wish to reattempt to link.
I hope that this information has been helpful.
If there's anything else we can do for you, send us a secure message or call us at 1-800-493-7562, Mon-Fri: 7am-9pm, Sat-Sun: 8am-8pm. To connect directly with a TD Bank Small Business Banking Specialist, press 0.
For your convenience, it's never been easier to find answers to common questions about your account and TD services at our Help Center online at https://www.td.com/us/en/personal-banking/help-center/ .
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