Anyone else seeing OL-295-A with TD Bank?

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Answers

  • digitalmediaphile
    digitalmediaphile Quicken Windows Subscription Member ✭✭✭

    the other thing is that the times that I deactivated at TD Bank online, then activated in Quicken, I had to wait about ten minutes for the TD online web to even show me the new request to approve.

  • John Rocke
    John Rocke Member ✭✭✭

    I was able to approve after right away but I did logout/login to thhe TD Bank website as was recommended more recently.

  • Dave526
    Dave526 Member ✭✭✭

    This thread has been pretty quiet… I've been chugging along without any problems other than the long wait for connections to complete. Is everyone doing ok now, or do some people still have problems?

  • digitalmediaphile
    digitalmediaphile Quicken Windows Subscription Member ✭✭✭
  • eemahoney
    eemahoney Quicken Windows Subscription Member ✭✭

    I tried all the activities including the Super Validate, no Luck Direct Connect is still not working. Update is way to fast, and the log files still show that the dialog was not initiated by Quicken.

  • whiz1
    whiz1 Quicken Windows Subscription Member ✭✭

    I see that this thread has been tagged "answered". What has been answered? I still can't get DC and haven't been able to do so since Novemeber 2024. I've tried all the possible fixes and nothing worked. Is there an officail status to the "ongoing 12/20/2024 thread or am i missing something?

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    "Answered" does not necessarily mean that it has been resolved. It simply means that someone provided an acceptable answer to the issue or question that was raised in the thread.

    The accepted comment that is marked "Answered" was provided by a Quicken Moderator who acknowledged the issue and said that an Alert was posted about it. The Alert is still open because the issue has not yet been resolved.

    The only "official status" we will ever receive from Quicken will be in these Alerts. Once in a while there might be some additional information provided by a Moderator but they will only communicate to us what has been officially messaged to them. Only very rarely will we ever be given details regarding the cause and the specifics about what is being done to resolve an issue. Frustrating, yes, but this is how it's been in all the years that I've been a Quicken user (since 2010). We often get the best and most current status information from other users posting in Community.

    You might also want to read what is in this other post thread:

    At this time, those who wish to download transactions from TD Bank will need to use the Express Web Connect (works with One Step Update) or Web Connect (manual downloads from the online account) methods because DC is not yet working.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • digitalmediaphile
    digitalmediaphile Quicken Windows Subscription Member ✭✭✭

    It IS working for me at this time. I've gone a whole week without having to use super validate to get Quicken to send a request to TD Bank. However, there are obviously others who can't even setup Direct Connect or are having the issue I had originally when I started this thread.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • whiz1
    whiz1 Quicken Windows Subscription Member ✭✭

    Just tried One Step Update a few minutes ago and received this message.

    image.png

    Did anyone else experience this?

  • eemahoney
    eemahoney Quicken Windows Subscription Member ✭✭

    I did an update using One Step and Express Web Connect with TD and had no problems. I am linked to TD WEB Banking.

    I plan to play with Direct Connect later today to see if any of the suggestions seem to work.

  • The Big Apple
    The Big Apple Quicken Windows Subscription Windows Beta Beta

    I am seeing the same thing… first time I've seen this type of "yellow" banner with that messaging.

  • eemahoney
    eemahoney Quicken Windows Subscription Member ✭✭

    I tried the Direct Connect again today. It worked.

    I executed the 5 steps Dave 526 listed.

    1. Deactivate at TD Bank - in Account Services - Manage Linked Services - Manage Settings delete any Quicken-related linked apps or financial tools.
    2. Deactivate at Quicken - in your TD Bank account Account Details - Online Services deactivate in online setup
    3. Add Account at Quicken - in Tools - Add Account (not in the Account Details dialog…) select TD Bank Online Banking and enter the appropriate details. This will fail! Leave the dialog box with the failing message open at Quicken and go back to TD Bank in your browser.
    4. Activate at TD Bank - in Account Services - Manage Linked Services - Manage Settings - Financial Tool Access allow access for Quicken Windows 2018
    5. Back in Quicken, select the Next button in the dialog left open in step 3 (above)

    Between Steps 2 and 3, I waited 15 Minutes, and confirmed I received a note from TD that I had taken the disconnect action.

    I completed the connection and saw that no transactions were downloaded.

    I went to each of my Accounts and verified that Quicken had set them up for Direct Connect.

    I think did a Super Validate of my Data File.

    The Super Validate log showed no errors.

    I retried the update and transactions, and bill pay data downloaded. There were a lot of extra transactions, ones that had already been downloaded by the Express Web Connect I did earlier in the day. I cleaned them up.

    It now appears to be working.

  • KenTep123
    KenTep123 Quicken Windows Subscription Member ✭✭

    I setup Direct Connect for a TD Checking account today and it worked. I followed eemahoney's steps above, except I did not do step 1 and I did not wait between steps 2 and 3. And, as eemahoney states, Direct Connect did did work until after a Super Validate.

  • Pinot83
    Pinot83 Quicken Windows Subscription Member ✭✭

    Having an issue once again with the connection to TD Bank. No error is reported in One Step Update but transactions are not downloading and the Online Balance from the bank is not displayed in the register, only the Ending Balance maintained by Quicken. Transactions can be exported using a QFX file from the TD website. The TD website also shows that Quicken is a linked app with all of my accounts accessible by Quicken. I have Deactivated, Added and Linked the accounts several times using the Advanced Options to specify Direct Connect. Quicken shows all accounts with Direct Connect as the connection method.

  • Pinot83
    Pinot83 Quicken Windows Subscription Member ✭✭

    I posted the comment above after being referred to this thread from another TD thread. I had not read this thread. After doing so I ran a Validate on my data file. The next attempt to Direct Connect with TD Bank was successful. A number of duplicate transactions had to be dealt with, but the Online Balance shows in the register and transactions (old or not) appear to be downloading.

This discussion has been closed.