TD Bank Account Connection Failing - Help

RobertInSF

Had:

1. TD BANK Checking

2. TD Bank Credit Card

Credit Card was disabled because of theft and a new card is given to us. I sign into TD Bank website and it looks proper (One Checking, One new Credit Card)

Signin Simplifi

1. Shows ! (exclamation point) next to credit card
2. Click on it, follow all the prompts successfully (but no credit card shows)
3. All Prompts good, Agree to terms, everything works properly and goes back to screen
4. ! comes back about 15 seconds later

Is the issue on the Simplifi side or the TD Bank side? Obviously if the option for a checkbox for the Credit Card does not show, would I have to call TD Bank Credit Card to turn something on to allow it to be seen? I don't remember doing that for the original card 3 months ago.

Coach Jon

Hello @RobertInSF,

Thank you for reaching out! I would suggest Resetting your Account Connection for the Credit Card account, and seeing if that works for you. Let us know! https://help.simplifimoney.com/en/articles/4857199-how-to-reset-your-account-connections

Thanks,

Coach Jon

RobertInSF

No, this does not work at all. It only does the exact same thing I told you above and tries to readd the same checking account.

Coach Jon

Hello @RobertInSF,

Thanks for the response. Next, I would suggest that you try making the account manual, and then re-adding it. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

Thanks,

Coach Jon