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I recently opened a TD Bank credit card. Now I am trying to download TD Bank Visa credit card transactions into Quicken. When I connect with TD Bank through Quicken it returns an error message saying that TD BankNorth - Credit Cards is telling Quicken that my login information is incorrect. I am using the same login username and password as I am using to get access to the TD Bank website for credit cards.
I had no such problems linking my TD Premier Checking account with Quicken when I opened that account some months ago.
Thierry, Philadelphia, PA
October 5, 2014 09:15:46 PM
2 people recommended this |
In reply to Thierry, Philadelphia, PA
Hey Thierry, we are excited to see you today on TD Helps!
Congratulations on your new TD Credit Card, that is exciting! For help troubleshooting the issue that you are experiencing downloading your transactions into Quicken we invite you to contact our TD Card Services Specialists 24/7 at 1-888-561-8861.
We encourage you to reach out to us again with any other questions you have, Thierry. Have a wonderful day!
Cameron P, Mount Laurel
October 5, 2014 09:17:49 PM
In reply to Cameron, Mount Laurel
Cameron, I have a similar problem, except that Quicken 2016 had been reliably downloading transactions until a few days ago. It suddenly stopped working and then said the login information was incorrect, despite me being able to successfully log in on the web site. I've used Quicken for decades and have triple-checked the settings.
Per your recommendation, I called the above number. They told me that you do not support Quicken and confirmed that you do not provide a way to download transactions from your web site. This is quite surprising in this day, as even bottom-of-the-barrel Synchrony bank provides for automated and manual transaction download.
The agent didn't seem to understand the technology -- she kept repeating that I had to use a QFX file format that was "downloaded FROM my computer." After several attempts to explain that the flow has to be from TD to my computer, she disappeared and came back saying you don't support Quicken.
Is this a new policy? Please advise.
Bill, Cedar Creek
January 10, 2016 07:27:28 AM
In reply to Bill, Cedar Creek
Welcome to the TD Helps community, Bill. We're sorry to hear that you are experiencing technical difficulties, but we'll be happy to help out!
TD Bank Online supports a direct connection to versions of Quicken 2011 or newer and QuickBooks for Windows 2011 and newer. This applies to both personal and business accounts. Please check here http://bit.ly/1qZmwc7 for more information.
In case you need additional assistance, our dedicated Tech Support Specialists can be reached 24/7 at 800-493-7562, or you're always welcome at any of our Stores: http://bit.ly/TDStores.
Please let us know if you have any further questions, Bill. Have a great day!
Kris M, Mt. Laurel
January 10, 2016 07:28:04 AM
In reply to Kris, Mt. Laurel
Thank you for your prompt response.
The suggestion you provided worked for a few days. Today, it stopped working and failed in the same manner as before: During the Quicken account sync, the TD account update failed with the message "Your financial institution has added a new security feature that requires your attention before your account can be updated." The option to "Try Again" fails with the same message.
I can still log in to your web site without incident, except that it always prompts me for the many security questions. Perhaps the same thing is occurring during the Quicken update and Quicken can't deal with it.
Bill, Cedar Creek
January 18, 2016 12:55:38 PM
Welcome back, Bill!
First, we recommend updating your Quicken to ensure you have the most up to date version. If you continue to experience difficulties, you may remove TD Bank as a Financial Institution and then add it back to your Quicken.
If you still continue to experience issues, please reach out to Quicken directly.
For any additional inquires, feel free to connect with our Tech Support Team available 24/7 at 800-493-7562. You may also stop into your local TD Store for assistance. Check out: http://bit.ly/TDStores for locations and lobby hours near you.
We hope this helps, Bill and take care.
Alara B, Mount Laurel
January 18, 2016 12:57:02 PM