TD Bank Not Updating Online Balance

NLT

I am using Windows Version R58.9 (Build 27.1.58.9) . For a few weeks, I was not able to have an online balance show on my checking accountx. For the past few days, I now have Online Balance showing but it is the incorrect amount. Any suggestions?

KHSMaster P

I can't get the transactions to D/L for about 2 weeks.

Quicken Kristina

Hello @NLT and @KHSMaster P,

To help troubleshoot this issue, please provide additional information. Are you connecting to TD Bank via Express Web Connect+ or Direct Connect? To see which connection method you're using, please go to Tools>Account List, click the Edit button next to the problem account, then click Online Services, and you should see the information near the upper left.

Are you seeing any error messages/codes when you try to update your account(s) with TD Bank? If not, then what behavior are you seeing when you try to update?

I look forward to your reply!

NLT

Thanks for getting back to me. I am connecting with Direct Connect. I get no error messages and downloads work as expected. The Online Balance just doesn't change. Hope this helps.

KHSMaster P

My Checking Account got disconnected entirely with no connection type listed. It was EWC+,

but my savings account still says EWC+.

The checking account connection type was "eliminated" when I tried to re-connect and got the attached error message:

Quicken Kristina

Thank you for your replies,

@NLT,

Normally, I'd recommend that you backup your file, deactivate, then reconnect your account(s) to see if that resolves the issue, but with the current known connection issue with TD Bank, you may have trouble reconnecting:

https://community.quicken.com/discussion/7954918/ongoing-8-13-24-td-bank-fdp-105-and-fdp-390-windows-users-seeing-cc-902

Since that may leave you worse off (not even getting downloads), it may be better to wait until the known issue is resolved before troubleshooting the online balance not updating issue any further.

@KHSMaster P,

It's possible you're being impacted by the known issue (linked earlier in this post), but since your account is already disconnected and you're trying to reconnect it, I'd recommend that you try temporarily setting a different default browser, just in case there's a browser setting or plugin that's blocking communication between the financial institution and Quicken and causing that time out error.

I hope this helps!

mshiggins

@NLT

"For the past few days, I now have Online Balance showing but it is the incorrect amount. Any suggestions?"

For Direct Connect downloads, the financial institution is totally responsible for the contents of downloads. You need to talk to TD Bank. 

Make sure you contact the TD Bank Quicken liaison person - their regular front line customer service people will likely not be of any help.

-JP

Quicken Janean

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!

NLT

FYI. Still waiting for TD Bank to re-enable! Will keep checking. :)

NLT

Corrected Update: I changed TD Bank to Web Connect and online balances are correct. Thank you to those who helped resolve this problem.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear it's working now!

If you need further assistance, please feel free to reach out!