TD Bank Accounts Not Updating

  • 0
  • 2
  • Question
  • Updated 3 days ago
  • Answered
I have been having problems for weeks now.  Error OL0383-A. TD Bank Accounts will not update.  I'm ready to throw in the towel with Quicken!
Photo of Tricia Bannister

Tricia Bannister

  • 140 Points 100 badge 2x thumb
  • frustrusted!!!

Posted 3 weeks ago

  • 0
  • 2
Photo of Quicken Harold

Quicken Harold, Official Rep

  • 38,230 Points 20k badge 2x thumb
Hello Tricia. Appreciate your question.

We apologize for the inconvenience that this has caused.

When did this first start happening?

Have you tried making a Test File (File > New Quicken File, no mobile/web) and try adding your TD Bank account and see if the issue exists in a new environment?

If it still shows, have you completed the online update with TD Bank (877-284-4037)

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.
(Edited)
Photo of Tricia Bannister

Tricia Bannister

  • 140 Points 100 badge 2x thumb
I have been having issues off and on with my TD Accounts updating since TD did a security update a few months ago.  Today, I deactived the bill pay on each account and was then able to udpate.  Although this is disappointing that a feature can't be used for software that has a fee.
Photo of David Arnoldi

David Arnoldi

  • 60 Points
Tricia..I have had same problem since TD did a security update.  TD and quicken both cite the other as being the source of the problem.  I now push the transactions down into Quicken from web page.  Not ideal...
Photo of Tricia Bannister

Tricia Bannister

  • 140 Points 100 badge 2x thumb
Definitely not ideal and very frustrating for a product that is purchased.
Photo of Jeanne

Jeanne

  • 220 Points 100 badge 2x thumb
How does one "push the transactions down" from the web site? I can't even get started with TD bank in Quicken, so there is nothing to de-activate. TD says there's no trace of Quicken trying to access the server. I'm ready to give up. (And my experience with TD leads me to believe that it's not Quicken's fault.)
Thanks for any insight/suggestions.
Photo of Rob Taft

Rob Taft

  • 200 Points 100 badge 2x thumb
Push down just means downloading the QFX/QIF from the site manually and opening them in Quicken.  The Express Connection for TD Bank was down for a few months, but I was able to set it back up a few days ago.  You have to remove the old express connection and create a new one, then log into TD Banks siteand authorize Quicken to connect that way.  This is assuming you are talking about the Checking account site.  The Credit Card one is not working now.
Photo of Jeanne

Jeanne

  • 220 Points 100 badge 2x thumb
Yes, I just discovered the QFX files. The other choice was QBO, not QIF. Is there something I should know about these? Thanks so much for your patience with a newcomer .
Photo of Rob Taft

Rob Taft

  • 200 Points 100 badge 2x thumb
QFX and QIF are Quicken formats for importing and exporting data.  QBO is for QuickBooks.
Photo of SimonSezSo

SimonSezSo

  • 4,310 Points 4k badge 2x thumb
Tricia, I am not sure what bill pay service you are using (Quicken or your bank)?  But I am using my bank's bill pay (not TD) and I had this issue as well.  I think the issue is that in Quicken, you are enabling bill pay for an account that is not allowed for bill pay at your bank.  Usually you can use your bank's bill pay with  your main checking account (the one that the direct connect/bill pay fees are taken from.)  On Quicken, try enabling only the accounts you actually use for bill pay.  I think then it should work.
(Edited)
Photo of RaDos

RaDos

  • 164 Points 100 badge 2x thumb
This reply was created from a merged topic originally titled TD Bank - transaction download stopped working. Again!.

I was using Windows 10 Quicken Deluxe 2016 when I first encountered download problems. They were related to TD Bank's security update and were resolved by working with their support folks.
My current problem began last week, around 11/26. I was about to upgrade to Quicken 2019 anyway, so I didn't bother to resolve those issues. I upgraded to Quicken 2019 on 11/28 and now consistently get OL-301-A error when I try to download transactions from TD Bank. I called TD and they are blaming it on Quicken.
Has anyone successfully downloaded transactions from TD Bank to Quicken 2019? What did you have to do to make it work?

Thanks in advance.
Photo of Quicken Tyka

Quicken Tyka, Official Rep

  • 32,580 Points 20k badge 2x thumb
Hey Rados,

This is an ongoing issue that started with the recent security update performed by TD Bank.

Unfortunately, we don't have an escalation path for the recent error people are seeing with TD and they will need to contact them directly.

We have been provided this number to reach them directly and they should be able to assist you further 1-877-284-4037.

This is the article I was able to find regarding your error: https://www.quicken.com/support/message-when-using-online-services-ol-305-ol-308-or-ol-311, it's not the most informative but it does clarify that this isn't an error that we can fix on our end.

Thank you for your patience as this has been going on for some time.

-Quicken Tyka
Photo of Harold Terranova

Harold Terranova

  • 60 Points
Tyka - and what about the CC-501 error.  Quicken's software states the following concerning the 501:

During the last online session, Quicken encountered an online error [CC-501]. What does that mean? Quicken is unable to update your account because of an error on the Quicken server. Please do not contact your financial institution. They cannot resolve this problem. 

Now WHAT?

This has been going on for MONTHS.


Photo of Dennis Morisseau

Dennis Morisseau

  • 180 Points 100 badge 2x thumb
I was having a similar set of issues, I ended up having to log into TDBank Online Banking, and then clicking on the Manage Account Settings link, and from there clicking on Manage Financial Tools Access -- I found that Qucken had been disabled. I clicked on the link to Enable it, and I found that once I did that, the download started working.
Photo of RaDos

RaDos

  • 164 Points 100 badge 2x thumb
Thank you Dennis.That was it!

Quicken Official Reps - please make note of this.

Go to Account options -> Account Services -> Manage Financial Tools Access.
You will see this notice on the popup
"One or more financial tools are requesting access. Please indicate Yes to allow access, or No to reject the request."

I saw that TD Bank was waiting for me to approve access for Quicken Deluxe 2018.
I am actually using 2019 but what ever.

I selected Yes and the transactions download was successful.

Photo of Jeanne

Jeanne

  • 200 Points 100 badge 2x thumb
Ditto, Dennis. Thank you so much. Poof! all is working.

This does not speak well for problem solving at either company, tho the onus really is on TD. I would never increase my business with TD.
Photo of willi

willi

  • 736 Points 500 badge 2x thumb
I must be missing something.   I can't see Account options/Account Services/Manage Financial Services on TD Easyline Account page. Are you doing this on Mobile perhaps? I'm assuming you are talking about Quicken Canada and not just accessing via a US version of Quicken.  A link would be most helpful.  Thanks a lot! 

Photo of Dennis Morisseau

Dennis Morisseau

  • 180 Points 100 badge 2x thumb
No, this was all on TD Bank's Online Banking web page. Https://OnlineBanking.tdbank.com . Am using US Quicken 2019.
Photo of Rob Taft

Rob Taft

  • 210 Points 100 badge 2x thumb
My www.tdcardservices.com access has been cut off from Quicken.  Not only that, when I download a QFX file manually, Quicken rejects the bank.  I just upgraded to 2019.  The easy download and transaction matching is the primary reason I use Quicken.
Photo of Ron Forsythe

Ron Forsythe

  • 60 Points
Same here. I will be moving all transactions to another card if this isn't fixed soon.
Photo of Rob Taft

Rob Taft

  • 210 Points 100 badge 2x thumb
Get on the support chat/phone and complain about it.  It's no longer listed in the available banks now. They completely dropped it but they don't even know why or how or that it was even done.   They are so clueless.  First they went to www.tscardservices.com and tried to claim it was a Canadian bank, after 30 minutes of 'investigating', they said to check with TD to see if they changed anything.  I'm just going to keep pestering them until they fix it.  I was able to get my onlineBanking.tdbank.com to work on Quicken after a long outage.
(Edited)
Photo of Danno

Danno

  • 80 Points 75 badge 2x thumb
For the last few weeks, I'm unable to use the web connect feature to download my credit card transactions in my Quicken 2017 Premier.  I get the following error message..."Quicken is currently unable to verify the financial institution information for this download.  Please try again later."

The support staff at TD Ameritrade seem clueless whenever it comes to my questions regarding Quicken.  I've already tried deactivating and reactivating the Quicken download functionality.  Any other suggests before I cancel my credit card??
Photo of Rob Taft

Rob Taft

  • 210 Points 100 badge 2x thumb
Contact both sides and complain.  TD has yet to respond to my last inquiry, and I don't think they will.  I have yet to get an answer from either side about why it's gone.