TD Canada Trust HIGH INTEREST TFSA SAVINGS ACCOUNT

DaDD
DaDD Quicken Windows Subscription Member ✭✭
edited February 4 in All Things Canadian (Windows)

I have this account setup within Quicken but have never been able to get it to update. Settings show it is setup for downloads via Web connect. Notice on account states your financial institution supports improved connection method. Clicking that just takes you through the TD one step update setup but the account never gets listed.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you running Q US? Or Q Canada? And, which Q product?

    Also note that it's the Financial Institution that decides what account types are eligible for download.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • DaDD
    DaDD Quicken Windows Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20407630#Comment_20407630

    Q Canada and quicken windows sub.

    yes I figured it could be TD stopping the data. They just don’t indicate what accounts can be accessed

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 3

    Which Q Canada product? Basic, Deluxe, etc?

    And "web connect", which you referenced in your original post, means you log into the website and originate the download from there.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭

    According to the Canadian FIDIR.TXT, which governs the supported download methods, the Canadian version of Quicken supports Web Connect and Express Web Connect with TD Canada Trust only for banking and credit accounts. A TFSA is an investing account and, accordingly, transaction download is not supported (using either method). You should disconnect that account (from Web Connect) and update it only manually. Yes, "an improved connection method is available" assuming the account type is supported, but in this case it is not.

    Excerpt from the FIDIR.TXT:

    00002 00002 00002 TD Canada Trust http://www.tdcanadatrust.com/ 1-866-222-3456 https://authentication.td.com/uap-ui/index.html?consumer=easyweb&locale=en_CA#/login/easyweb-getting-started ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA

  • DaDD
    DaDD Quicken Windows Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20407662#Comment_20407662

    Deluxe

  • DaDD
    DaDD Quicken Windows Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20407674#Comment_20407674

    Thanks. What I suspected.

  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭
    edited January 4

    There is one thing that struck me as odd with the situation discussed here and that is how did you get Web Connect enabled in the first place. It gets enabled by initiating a download from the financial institution's online banking website and then you match the downloaded dataset to a Quicken account. TD Canada Trust should not present you with the option to download transaction data in Quicken format for an account for which that isn't supported in Quicken. Does the TD Canada Trust permit you to download QFX format data for the TFSA account? Or, how else did you manage to get Web Connect set up in the first place?

  • DaDD
    DaDD Quicken Windows Subscription Member ✭✭

    Web Connect only appears to be enabled within Quicken when you setup your TD accounts including TFSA. Data never gets transferred. Must be a bug with either TD or Quicken that lets it occur even though they don't allow the transfer. You can download the qfx file right from the account for Quicken and import it manually

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