TIAA no longer supports downloading?

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Comments

  • Alan Fields
    Alan Fields Member ✭✭✭

    Grrrr …………

    All well and good, but my TIAA is the custodian of some of my retirement plan assets and not part of their banking operations.

    Oh well, back to patience /endrant

  • zzz.pane
    zzz.pane Quicken Mac Subscription Member ✭✭✭

    … AND, the original connection settings are now working again for my investment account. @Quicken Kristina

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear the original settings are working again!

    Quicken Kristina

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  • Patrick Hasenjager
    Patrick Hasenjager Quicken Mac Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20481550#Comment_20481550

    Unfortunately, for those of us that attempted to reconnect, the correct TIAA institution is not showing in the bank list.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply @Patrick Hasenjager,

    Are you able to restore the backup from before you attempted to reconnect?

    Thank you!

    Quicken Kristina

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  • Alan Fields
    Alan Fields Member ✭✭✭
    edited March 17

    </rant> TIAA is the custodian of a bunch of my retirement assets (and I'm now receiving regular distributions). This is not a part of TIAA's banking operations, so I have no relationship whatsoever with Everbank.

    I would have expected TIAA to tell us about the outage and use all deliberate speed to restore the connection.

    </endrant>

    @Quicken Kristina

  • Alan Fields
    Alan Fields Member ✭✭✭
    https://community.quicken.com/discussion/comment/20481579#Comment_20481579

    I take it all back!

    Connection is working again, and looks like we're back in business. We'll know for sure with tomorrow's account update.

  • Patrick Hasenjager
    Patrick Hasenjager Quicken Mac Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20481561#Comment_20481561

    Restoring from backup did recover the connection, but that sucks because I had about 50 transactions to re-do from that backup.

  • David Mittman
    David Mittman Quicken Mac Subscription Member

    I just tried updating again, and tiaa-cref.org worked where it had failed before. I had gotten the "UKNOWN ANOMALOUS STATE" message, but I held off on making any changes, and now it works again. (Monday, March 17, 2025, at 4:00 PM Pacific.)

  • randy_woodruff
    randy_woodruff Member ✭✭
    Screenshot 2025-03-17 at 11.02.50 PM.png

    Same error I've seen for several days trying to connect to TIAA-CREF using Quicken for Mac. It worked until some time late last week.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @randy_woodruff,

    If you haven't already done so, please try following the instructions from the most recent update to the Community Alert (linked below):

    https://community.quicken.com/discussion/comment/20481691#Comment_20481691

    I hope this helps!

    Quicken Kristina

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  • jssmadtown
    jssmadtown Quicken Mac Subscription Member ✭✭

    I have also been able to reestablish a connection to TIAA brokerage. There are two tiaa.org institutional names available, one just “TIAA” and the other “TIAA brokerage”. The “TIAA” option uses Direct Connect, while “TIAA brokerage” used Quicken Connect, which only allows “simple” tracking. The “TIAA” option (via Direct Connect) allows either. This option was not in the list several days when I first had trouble. Thanks to either TIAA and/or Quicken for making Direct Connect work.

  • NitDawg
    NitDawg Quicken Mac Subscription Member ✭✭
    edited March 19

    TIAA sold its banking division to a group that rebranded as Everbank. This has nothing to do with the retirement and wealth management component of TIAA.

    So, hopefully, this doesn't add to the confusion.

  • Sabrina G
    Sabrina G Quicken Mac Subscription Member ✭✭

    TIAA started working again, and now today it stopped. It won't reconnect. Sheesh, what is up with all of these investment connection issues!

  • Patrick Hasenjager
    Patrick Hasenjager Quicken Mac Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20482636#Comment_20482636

    If you log into he website, you'll see TIAA is performing maintenance this weekend.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/comment/20482637#Comment_20482637

    Thanks for sharing this information with other users!

    -Quicken Jasmine

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  • pemartin210
    pemartin210 Quicken Windows Subscription Member

    Was anyone able to solve this problem? i still have it!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @pemartin210,

    Thank you for letting us know you're still having trouble connecting. The issue discussed in this thread was marked resolved on March 22nd.

    What exactly is happening when you try to update/connect with TIAA? When I check on our end for any issues, I'm not seeing any error messages.

    I look forward to your response!

    Quicken Kristina

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This discussion has been closed.

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