TD Ameritrade Investor Account - requires two-factor

Quicken Windows Subscription Member ✭✭
edited May 2022 in Download, Add/Update Accounts (Mac)
In trying to create an account in Quicken for MAC (new install), I select TD AMeritrade Institutional Advisor Client (correct). They use two factor authentication. I get a "Server Communication Error" saying that it can't set up the account. "OK (DISCOVERED_ACCOUNTS_READY_FOR_USER)" is the error. It looks like it's not prompting me for the two factor code as it should. How to fix?

Best Answer

  • Quicken Mac Subscription Member ✭✭✭
    Answer ✓
    I also wasn't able to set up my TD Ameritrade Advisor accounts for download in Quicken.  I called TD Ameritrade and they activated my accounts for download and gave me a user name and password to log in with using TD Ameritrade not TD Ameritrade Advisor as the bank name.  This did not change my log in credentials for the advisor web site, only for the Quicken direct connect.  

Answers

  • Quicken Mac Subscription Member ✭✭✭
    Answer ✓
    I also wasn't able to set up my TD Ameritrade Advisor accounts for download in Quicken.  I called TD Ameritrade and they activated my accounts for download and gave me a user name and password to log in with using TD Ameritrade not TD Ameritrade Advisor as the bank name.  This did not change my log in credentials for the advisor web site, only for the Quicken direct connect.  
This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories