"An unexpected error occurred, please try again later" error with TIAA

System
System Member admin
edited April 3 in Download, Add/Update Accounts (Mac)

This discussion was created from comments split from:

Lost Ability to Download Transactions for TIAA 403B Account

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  • ajg360
    ajg360 Quicken Mac Subscription Member ✭✭

    Hello! I am having the same issue with my TIAA 403(b) accounts in Quicken. They have not been updated successfully in Quicken for Mac for the last two weeks (even though I can login to the website). I tried to create a new file to see if this would resolve the issue, but this did not work either. The only error I get is "an unexpected error occurred, please try again later". Any help would be appreciated.

    Screenshot 2026-04-03 at 6.51.48 PM.png
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @ajg360,

    Thank you for letting us know you're also having an issue connecting to your TIAA accounts. To help troubleshoot, please provide more information:

    • Do you see the same "An unexpected error occurred" error in both the original file and the new one?
      • If you see different errors, what other errors do you see?
    • Do you connect to TIAA using Direct Connect or Quicken Connect?
      • You can check this by selecting the account, then navigating to Accounts>Settings… and selecting the Downloads tab. Screenshot 2026-04-03 at 5.20.07 PM.png

    I look forward to your reply!

    Quicken Kristina

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  • ajg360
    ajg360 Quicken Mac Subscription Member ✭✭
    edited April 5

    Hi Kristina,

    Sorry for the delayed response! To answer your questions:

    1. Yes, I am seeing the same error on both my original (10+ years old) Quicken file, and the new file that I created to test the connectivity.
    2. I am attempting to connect using the Direct Connect option (which is what I have always used to connect to these accounts). I prefer this, as it has had the detailed investment tracking that is useful to track these accounts.

    Hope this helps! If there is anything else I can provide to you to help troubleshoot this, please let me know.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    To get more information about the error, I would need to review the log files. Please navigate to Help>Report a Problem, and send a problem report with log files attached.

    Report a Problem QMac.png

    Please post to this discussion to let me know when the problem report is sent.

    Thank you!

    Quicken Kristina

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