Unable to automatically download transactions from TD
I’m able to establish a connection and able to download the transactions the first time the connection is established. However, after that the new transactions aren’t being downloaded. I tried to reset the connection, tried different download frequencies etc but nothing helped.
Thanks for your help!
Comments
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@Harsh N, thanks for reaching out to the Community with this issue!
To clarify, is this a new account in Quicken Simplifi, or has this account behaved correctly in the past and you are just now seeing the issue with transactions not downloading? If the latter, when did the issue first begin? Also, to just to clarify, you are referring to Investment Transactions, correct? If so, do Holdings download in the Portfolio, and does the account have an accurate balance?
If this is your first time connecting to the bank, I see that you're using the TD Canada Trust option. If this is the correct bank option for your specific account, there are two others with the same URL that you can also try:
I would also recommend giving the 'TD Bank Online Banking' and 'TD Bank Web Connect' options a try, as these bank options are on an OAuth connection, which may be more stable for you.
Please let us know so we can best assist!
-Coach Natalie
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