Home Quicken for Windows Download, Add/Update Accounts (Windows)

TD Bank - unable to download (updated title)

TJG_TJG_ Member ✭✭
Hi, I'm trying to link my TD Ameritrade Visa to Quicken 2017 and I'm told that the bank is "TD Bank North". I can't find it. Does anyone else having this issue?


  • Greg_the_GeekGreg_the_Geek SuperUser ✭✭✭✭✭
    Try TD Bank Credit Card.
    Quicken 2017 H&B - Windows 10
  • TJG_TJG_ Member ✭✭
    @Greg, I did and that didn't work either. TD Bank says that Q has TD Bank North out there but I don't see it . Strange.
  • jr7107jr7107 SuperUser ✭✭✭✭
    edited August 2019
    TD merged their web platform a while back to included both retail and small business customers under one site. There is a FI that is "TD Bank Online - New", did you try to connect with that instead of the "old" FI?

    Remember to back up your file before any type of major changes in case it has undesired outcome.

    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • jr7107jr7107 SuperUser ✭✭✭✭
    I think TD needs authorization for 3rd party access. Is that checked on the website correctly? The Quicken server for TD might still be at the address they stated.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • No, it's not strange. I've had the TD Bank North cc since first available - every month downloaded my CC in to Quicken. Worked perfectly. In Nov., 2018 they quit offering to download a qfx file - TD Bank North blamed Quicken, Quicken blamed them. Nothing ever was resolved. the TB Bank North CC affiliated with TD Ameritrade brokerage accounts now just redesigned their website - it's like an old DOS program with Windows overlay. Absolutely horrid. And, again, it shows a qfx transaction file download option but, of course doesn't work. I wrote TD Ameritrade telling them I'm looking at alternative brokerage firms as the new CC website is beyond horrible. I was told to call the CC company to complain. Same old runaround.
  • jr7107jr7107 SuperUser ✭✭✭✭
    Here's another active thread where discussing this.


    Also, TD Bank revamped their site and this might need 3rd party activation from the website. Also, there may be a new FI for the account.

    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • leadlead Member ✭✭
    Me Too--same problem
  • Hello Steve Ward & lead,

    I apologize that you are having difficulties obtaining a successful connection to TD Bank. 

    As already mentioned, TD Bank has updated its web platform as well as its security protocol for enabling 3rd party access for programs such as Quicken. This can cause errors when attempting to connect to them within Quicken. 

    Although you access your online banking via a different website for TD Bank (tdcardservices.com), I wanted to share a comprehensive FAQ & troubleshooting guide that was created by TD Bank to help customer's transition through all the changes: http://www.tdbank.com/pfmaccess/

    The information found here should still pertain to your account type and I hope that you find it relevant and helpful in resolving the issue you are experiencing. 

    If the issue persists, I would suggest contacting Support as they have the tools and resources available to better investigate the issue and determine a resolution. Contact information for Quicken Support can be found here: https://www.quicken.com/support#contact-support.

    Let us know how it goes!

    Thank you,

    Quicken Natalie 

  • jr7107jr7107 SuperUser ✭✭✭✭
    And there are no places to download QFX files from within the TD Card Services site?
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • jr7107jr7107 SuperUser ✭✭✭✭
    Okay, let's try this:

    1. Backup your file.
    2. Complete file validation/repair. Scan it for anything that looks like an error.
    3. Completely deactivate online features of the CC account. Remove account numbers from account details.
    4. Double click on the downloaded QFX file.

    What my thought here is that the QFX file might/should prompt you to match it to an existing account or create a new CC account.

    If it doesn't work or messes something up, revert to the backup file.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • jr7107jr7107 SuperUser ✭✭✭✭
    Okay will see if @Quicken Natalie has any comments on the FI and what it is supposed to be. I wonder if you have a TD Bank checking/savings account, would it show up there? Or are you only a card customer?
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • plummerdcplummerdc Member ✭✭
    Having the same problem. Started on Aug 14. Hope they fix it!
  • jr7107jr7107 SuperUser ✭✭✭✭
    Does the OFX Log File say anything of interest on the failures? I'm running out of ideas.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • txarchertxarcher Member
    edited September 2019
    TD Card Services has implemented 2FA on their site. (two-factor authentication). Due to this, every the card site is accessed it is requiring you to obtain an secondary authentication value sent by email or text. This has thrown an monkey-wrench into Quicken as it cannot get past this 2FA.

    Could someone at Quicken work with TD Bank to resolve this issue?
    This is the second time in the past several months that I cannot download transactions into Quicken.

    Oh, and I agree, the TD Card site is abhorrent now. I can't find anything! Nothing is where it was and you can't find a [removed - profanity] thing.

    (corrected name of financial institution)
  • txarchertxarcher Member
    Good morning,
    I called into TD Card Services help line this morning and talked with an customer service representative.
    I informed him that their new site is horrid; and that you can't find anything and you have to hunt for anything you need.

    I also notified him that all download to Quicken is not working.
    He insinuated that they are aware of the issue and he thought it had been resolved. I explained that it is NOT resolved.
    He walked me through downloading the transaction QFX file and of course, that does not work either as Quicken throws an error attempting to open the file.

    So, once again (this same issue occurred late last year and was not resolved until 1Q2019) TD Card Services has managed to muck up the works.

    All I can suggest is that every card holder complain to TD Support. Not sure it will help, but who knows.
  • David 924David 924 Member
    Just want to add, I'm also having the same problem. This started late last year. I never realized that it got fixed and have been downloading the QFX file manually. Now that method doesn't work either since TD "updated" their site. I'm also getting the OL-221-A error.
  • achinachin Member
    Having all the same issues as above. At first I thought it was the recent Quicken update R21.16 which disabled many of my online updates, but I was able to restore those. TD credit card is the only one that doesn't work. I Just got off phone with TD support and they were of no help - referring me back to Quicken. Last time TD updated their site, there were all kinds of problems too.
  • RDChinRDChin Member ✭✭
    Same issue for me. Can't download even after disconnecting and reconnecting the online services for "TD Bank Credit Card" because (according to the error message) "the financial institution is not supported." My trouble ticket chat with Quicken Support is 7005960. I'll call back after the labor day holiday to escalate to the support team.
  • jsurplessjsurpless Member ✭✭
    Could someone explain what this error means?


    I get it when trying to log into my TD Bank Credit Card - I notice that Quicken has the website as http://www.tdbanknorth.com (not sure if that's new or not) but that's not the website we use to view transactions and such (http://www.tdcardservices.com)

    We've been getting this error since 8/12/19 - tried deactivating and in process of setting up again but can't get anywhere because of this error. Also per Quicken chat support, we tried creating a new account file - no impact

    Any thoughts? Thanks!
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    It means you are using Quicken Connect to download data from the website and the script is failing. I believe this is/was an ongoing problem. Not sure where the main thread is at the moment but search this forum and you will find long discussions about it.
  • HHCHHC Member
    I'm getting the same OL-221-A error when trying to import the downloaded QFX file. I also called TD CC support and was told to contact Quicken support. I would like to know what RDChin finds out from Quicken Support. Please keep us posted.
  • HHCHHC Member
    I spent an hour on Quicken's support chat trying everything possible to get the .QFX file to upload - no luck. We concluded that the .QFX file is bad. I was told that I would have to contact the financial institution to get it fixed!

    So I contacted TD CC support again and specifically asked for the online services department. I was told I had them. After being on hold for several minutes, I was told that they were aware of the problem. I was also told that as a workaround I could download to a CSV file and upload that to Quicken. I told the support agent that Quicken does not accept CSV files for transactions - only .QFX - and that I wanted to speak to someone who knew something about Quicken. She said that wasn't their job. I asked to be notified when it is fixed. She said she would put that in the email she is going to send. I have no confidence in this getting fixed or getting notified even if it is. I told her I would stop using the card if the download to Quicken doesn't work and that it is likely that others CC holders will as well.
  • Same problem as y'all above...had same problem with Q 2017 but finally got it to work with Q 2019, until Q update release 21.17, then it stopped working again. 2 hours with Q tech chat, uploaded QFXLOG and CONNLOG files, try adding new account, etc, useless...pointed finger back at TD. 30 minutes with another useless TD customer service rep who said she escalated it to her supervisor...big whoop...don't expect much there either. This is the ONLY FI of the 12 I use that ever has a problem.
This discussion has been closed.