TD Bank account is not updating (edited)

tomdroberts

After years of ease with connecting to TD Bank, I am suddenly unable to connect, although the system "checks" as if it's all good. I am only seeing the entries I have manually entered, and those entries coming from the bank are not updating.

Coach Jon

Hello @tomdroberts,

Thank you for reaching out! To clarify your situation, the bank does connect just fine in Quicken Simplifi, but the transactions themselves are not downloading, correct? I am wondering if your user token may have expired. This can happen after have the account connected for more than 90 days. If so, I would see if establishing a fresh connection by making the account manual and re-linking fixes the current issue.

To gain a new token, you will have to revoke Quicken from accessing your bank's website, then reconnect your accounts.

• Navigate to the bank's website, sign in, and then remove Quickens access from the bank's third-party linked apps.
• Navigate back to Quicken Simplifi, and make all of the accounts with the bank manual by following the steps here.
• Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
• If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know if that works!

-Coach Jon