TD Bank reauthorization failing (QWIN)
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Thank you for your reply @tcrow409,
To switch from Direct Connect to Express Web Connect+, first, please backup your Quicken file. Then, deactivate your account(s) with TD Bank. Once your account(s) with TD Bank is deactivated, please go to Tools>Add Account and select the financial institution you'd like to connect to.
If you're using TD Bank Online Banking, you will need to select Advanced Options, click Next, then make sure to select Express Web Connect.
Once you've selected Express Web Connect and you click next, it should prompt you to authorize through TD Bank.
Click Sign In and follow the prompts. Once you finish authorizing through TD Bank, if the window doesn't automatically close, close it and go back to your Quicken program. It should load an Add/Link page. Make sure to carefully link your accounts to the correct nickname in Quicken.
Note - Some financial institutions charge a fee for using Direct Connect. If TD Bank charges you a fee, and using Express Web Connect+ corrects the issue, then please make sure to let TD Bank know you're no longer using Direct Connect.
Please let me know how it goes!
Quicken Kristina
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Reauthorized TD web connect and it works now.
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reauthorized TD Web connect and it works as far as data download, BUT it messed up the beginning balance by the amounts of the current months transfers between accounts. I had to go back and change the beginning account balances back to the original amounts. [Edited - Language]
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Followed the steps Quicken Kristina showed and now have connection, and updates, from TD but like others have indicated, my beginning balances were all incorrect so had to manually adjust 4 accounts to get accurate numbers. Hoping when I update tomorrow all is good.
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I was also able to relink my TD accounts today. In Quicken, I went to edit account, went to the online services, deactivated and then chose "set up account", then was able to log on to TD and was able to link my TD accounts. Connection method is Direct Connect. I had tried the reauthorize tab earlier, but had no luck since when it connected to TD bank, none of my TD accounts were showing. You've all probably seen this other discussion where the final comment shows it being resolved, but it took playing around in Q to make it work:
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tcrow409, Thank you for asking for this. You would have thought they would include the directions in the post saying the error is repaired. Let's hope this sticks and still works on Tuesday.
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@username - when you got the first screenshot that you showed as "Add Account" in your above post, did you click on the "advanced options" at the bottom left before continuing?
Also, before doing anything, I had to right click on each TD account [select edit/delete account] comes up at top, clear out all the fields in right side of the "general" tab for each of my TD accounts Account Details first (financial institution, account number, routing number), before starting to relink Q to TD. This worked for me…. at least for now!!
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Kristina,
I am using Direct Connect for my TD Bank checking, savings and credit card.
- Doing a 1 step update for these accounts completes immediately with no transactions.
- Doing an account reset fails with an error message box.
- Updating the accounts using Express Web connect seems to link, but I cannot link the update to the existing accounts. (The Link To drop down does not show the desired account).
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Quicken both the ONLINE and WEB CONNECT services still not working, so I can NOT update my accounts. This is almost a month old problem, TD Bank indicates its Quicken Server Problem and Quicken indicates it's TD Bank issue. What gives? Will we ever get this service back? Manually entering the info defeats the reason for paying for Quicken services. Please advise what's going on?
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TD Bank disconnect! After almost a month and still no answer to the problem!! This is unacceptable!! TD Bank says it's not their fault and you blame it on them. I don't care who is at fault - you need to fix this issue. Reauthorizing account access through TD Bank never completes and stays in an endless loop (see screen shot). Needed to use task manager to cancel out of the loop. Why am I paying by the month for a service I'm not getting? I paid ONCE for the old version and it worked fine! Just when is this issue going to be fixed?
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Hello All,
If you are still experiencing issues connecting with TD Bank, or it's acting like it's connected, but not downloading transactions, please provide details on exactly what steps you have taken so far (for example: did you reset the account(s), was the account(s) already disconnected, did you re-add the account & if so which connection method did you use, etc.).
Hello @knute97,
Do you recall the exact error message/code you saw when you tried to reset the account?
You mentioned that using Express Web Connect+ doesn't give you the option to link to the correct accounts in Quicken. Was it seeing an incorrect account type? Did you backup your Quicken file and deactivate the TD accounts that were connected by Direct Connect before you tried connecting via Express Web Connect+?
Hello @John Beau,
Are you trying to reconnect using Express Web Connect+ or Direct Connect? Has it been doing this endless loop when you try to reconnect for a month? If not, do you recall when this specific issue with it getting stuck while looking for your accounts started?
Thank you!
Quicken Kristina
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TD bank never processes any transactions PM Sunday or AM Monday, so the next creation of transactions for download to quicken will be Monday night/Tuesday morning: that's when I always expect to see transactions from the previous Saturday, Sunday and Monday.
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One month without being able to download transactions into Quicken. I haven't tried all the workarounds people have suggested — too technically timid, afraid I'd take a step incorrectly and bollux up my account irreparable — but I don't see any sign that anything works permanently or for everyone. Quicken, have you created an update that is so buggy that it has destroyed your program?
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newsbug, the solution from quicken kristina, followed exactly, has resolved my connection issues. The first time I tried it I neglected to go to 'advanced options' on the TD website and did have issues but once I did that downloads worked. My first one was on Friday and as vikingsail indicated, noting uploaded until this morning. And those uploads concurred with my online TD account. As long as you've made a backup of your data prior to making the changes, you can always revert to that if you do something incorrectly and screw up your account. Don't try the 'workarounds' suggested earlier, just follow quicken kristina's and hopefully you're back online.
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If you did not get transactions today go into tools:schedule updates and check to be sure that tdbank is checked, it wasn't for me and once checked the next update worked fine.
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@Quicken Kristina - before I knew what the issue was, I tried to disconnect and reconnect online services with TD Bank. I later read I shouldn't have done that. I've been updating manually ever since the TD issues started. Today, I backed up the file and tried reconnecting; it set up the account with Direct Connect automatically. I normally use Express Web Connect, but decide to give it a try. No transactions were downloaded and the balance was not updated. So I tried changing to EWC. I successfully logged into to TD and accepted access for Quicken. Then I got the error below. This has happened each time I try to reconnect. I followed the steps completely, so I'm not sure what I should do differently. Another side effect is that Quicken is completely locked and grayed out - I cannot close any window or click anywhere. The only way out is to kill the process. Help!
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Quicken Kristina: Here is a visual of what happened today. (Obviously still no connection.) My accounts are still not updated!
[Edited - Removed Personal Information]
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@Quicken Kristina -
any help for those of us with TD connections still not working??I contacted support about the Sign-in issue. Turns out Quicken or TD suddenly had a problem with my browser. This doesn't make sense because my default browser has not changed or been updated since the TD connection issues began, and it worked just fine before. It also works with all of my other non-TD accounts. The support rep didn't really have an explanation why this might have happened. Once I got the Express Web Connection set up, I switched back to the original default browser. Fingers crossed nothing else goes wrong for a while. I'm tired of fighting with this.
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Exactly what I experienced today.. Even more problematic that I have outgoing payments that were stuck in SEND mode after the cycle. Worried for a while that every attempt would push the same payments through again. Been a Quicken users for 20+ years, this is by far the worst problem encountered in terms of impact and time to resolve. Disabled all the payments and did manual wire transfers from payee to TD. Sigh…
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It seems like I am connected through web connect now. My new transactions are downloading and match to the ones i manually entered. MY issue now is that the balances in two of the three of my accounts are not matching. I cannot find any transactions that I haven't entered into Quicken that are in my bank transaction list, but my balances aren't matching. So either I let quicken make an "adjustment" (its hundreds of dollars) or I leave the balances off and continue to find out why.
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Check the opening balance of the account. That is where the differences in my accounts were
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@goingape: I had the same issue a couple times in the past about the balances not being the same after a bunch of transactions downloading. I found out that the opening balance or opening transaction was off or missing.
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@username thainks for your screenshot documented description of what you had experienced. It documented my experience as well re never getting a choice to choose the tyoe of connection.
I still never have, yet, even though I have now been lucky enough to get reconnected and reautorized.
How?
When I got to this screen you had shared:
At the lowe right selected "Start Over"
Which began the "normal" add account process, and brought this window up:
Then typed in "TDBank" and got this result:
Was surprised to see the references to "First Community Bank" but went ahead and clicked "Next", which brought up this window:
Went ahead and clicked "Continue" and got this window:
Fo;;owed the instructions - first did the "Sign In" which launched a web brower page where the reauthorization process was brought up… when that finished, went back to Quicken… did the "Next" and by completing all subsequent steps in the "normal" add account (but instead choosing to connect to existing accounts) got reconnected and reauthorized to TDBank accounts… and it's now again working normally…
BUT… Note the reference to "First Community Bank" in the last screenshot as well???
Don't know what trouble that may be causing for all of us, but that's not the same as "TDBank"… Just saying…
And… strangely enough, the web page that gets opened when you select "Sign In"is the now infamous tdbank.com/securityupgrade … Just saying again…
Hope this helps
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