Multiple OL-362-A Errors on TD Ameritrade Accounts

Greg Z · March 2021

This week I began receiving multiple OL-362-A errors when using one-step update. I've deactivated and reestablished the connection with TD Ameritrade. On two of the newer accounts, I deleted the accounts completely and successfully added those accounts. But when I run one-step update, the errors return. I'm running Quicken Premier 2020, version R31.20, build 27.1.31.20

Any suggestions on how to fix?

Frankx · March 2021

Hi @Greg Z,

I would suggest that you first close out and then reopen Quicken. Next, I suggest that you update the account (or accounts) from the account itself, rather than using One Step Update - as follows:

1) Open up the account register;
2) Click on the "Gear" icon in the upper right;
3) Click on "Update Now";
4) Enter your password and hit the "Update Now" button.

Let me know how that goes.

Frankx

Frankx · March 2021

Hi @Greg Z,

I would suggest that you first close out and then reopen Quicken. Next, I suggest that you update the account (or accounts) from the account itself, rather than using One Step Update - as follows:

1) Open up the account register;
2) Click on the "Gear" icon in the upper right;
3) Click on "Update Now";
4) Enter your password and hit the "Update Now" button.

Let me know how that goes.

Frankx

Greg Z · March 2021

Yes, that workaround was successful. Individually updating each account takes a bit longer, though. I wonder why I lost the One Step Update functionality that worked without a hitch for years.

Frankx · March 2021

Hi again @Greg Z,

I suspect that you will be able to use One Step Update sometimes, but when (or if) it fails with the 362-A error, the one-at-a-time method should work. Hopefully, whatever it is that may be causing it will be fixed.

Frankx

Multiple OL-362-A Errors on TD Ameritrade Accounts

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