tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/48-td-bank-upgraded-their-website-and-i-can-no-longer-download-transactionsInfinite Kind: Discussion 2019-10-18T10:40:56Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-24T14:59:58Z2009-08-24T14:59:58ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Paulette, I am a Capital One customer, and they are also
'upgrading' their services. Please try disabling all the online
services for the account, and then reenable them, using the new TD
Bank name.</p></div>bperboytag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-26T16:28:43Z2009-08-26T16:28:48ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>This was resolved a few weeks ago in the latest preview (I think
its the same problem anyway).</p>
<p>Here is the response I received:</p>
<hr>
<p>We have a solution for TD Banknorth that is implemented in the
latest preview (641) of Moneydance. Please find it here: <a href=
"http://moneydance.com/preview/">http://moneydance.com/preview/</a></p>
<p>Be sure to set up a new online banking connection for "TD
Banknorth". Do not use the one with the "NA".</p>
<p>Regards,</p>
<p>Brian Adler</p>
<p>Moneydance Support</p>
<hr>
<p>Hopefully that helps.</p>
<p>-Chad</p></div>diamantopoulos12tag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-26T17:26:59Z2009-08-26T17:26:59ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi Paulette,</p>
<p>The latest preview (641) should resolve your issue with TD Bank.
Please try upgrading to the preview and let us know if you still
have problems.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-26T23:06:27Z2009-08-26T23:06:30ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Thanks for the suggestions. I downloaded 641 and tried to set up
a new connection with "TD Banknorth" (without the NA) as
instructed. However, when I select that from the list of
institutions, and click ok, the program automatically changes my
selection in the following window to "TD Bank-Online Banking" which
is a previously existing connection I tried to set up when my login
first stopped working a few weeks ago.<br></p>
<p>I believe I saw another issue on this board where a fellow was
having the same problem. Any way I can delete this existing TD
Bank-Online Banking connection completely? Presumably then I could
select "TD Banknorth" without it flipping automatically back to
this.</p>
<p>I did confirm (About->Moneydance) that I am using 641.</p></div>Paulettetag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-28T15:43:13Z2009-08-28T15:43:13ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi Paulette,</p>
<p>I believe that, post upgrade, you should be using the "TD Bank -
Online Banking" option and not the TD Banknorth option. They
actually both use the same connection information but Banknorth is
the old name, which is why it automatically switches to the new
one.</p>
<p>You can delete your current connection information by going to
the Online->Setup Online Banking button/menu and clicking
"Disable". You should also do the same for Online->Setup Online
Bill Payment. This will disconnect the account from the online
service. Then you just need to do the Online->Setup Online
Banking button again and make sure to click the "New Connection"
button to get the most up to date info.</p>
<p>Let me know if this helps.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-29T00:12:01Z2009-08-29T00:12:04ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Thanks for the suggestion. Unfortunately, I already tried that
(disabling and then making a new connection). I actually came to
the same conclusion (that TD Bank-Online was the new post-upgrade
version) which is why I tried setting that connection up when my
original one failed.</p>
<p>When I enter my login info (username and password) into the TD
Bank-Online connection setup, however, I get a message that it's
not a valid user ID/password. I know the username and password are
correct because they worked in my old Moneydance setup and I can
use them to log on to the TD Bank website directly.</p>
<p>Any idea why the TD Bank-Online setup isn't working?</p></div>Paulettetag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-29T11:44:25Z2009-08-29T11:44:25ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi Paulette,</p>
<p>I'm at a loss as to why your connection isn't working. I know we
had some problems with TD when they did their upgrade. Perhaps
you've hit a problem we didn't know about. I'll ask some of the
other support people to look at this ticket and see if any of them
has any ideas. Maybe more heads thinking about it will help.</p>
<p>Sorry for the inconvenience. Hopefully we can get your
connection fixed soon.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-29T13:56:48Z2009-08-29T13:56:48ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Paulette,</p>
<p>Can you clarify for me which of the following websites you use
to connect to your bank?</p>
<p><a href=
"http://www.tdbanknorth.com/">http://www.tdbanknorth.com/</a></p>
<p>OR</p>
<p><a href="http://www.tdbank.com/">http://www.tdbank.com/</a></p>
<p>I have been under the impression that they are the same bank. Is
that not true?</p>
<p>Our current connection information does work for customers of TD
Banknorth (without the NA) as long as they are using our most
recent preview build of 641 (if you are a TD Banknorth customer you
should be using that bank name when you set up the new connection
even though the name reverts to TD Online Banking in Moneydance).
It works whether it is being called TD Online Banking or TD
Banknorth. But it only works for TD Banknorth customers. Is that
your bank or is TD Bank actually a different bank?</p>
<p>If they are in fact one bank, then you should be using TD
Banknorth to connect, and our information is correct and we need to
verify that your account is enabled for DIrect Connect and that
your login information is correct (it sometimes differs from login
information used to connect on the website).</p>
<p>But if they are instead two banks, then you should be using TD
Bank to connect, and we may need to check our connection
information (so that attempts to connect to TD Bank don't
inadvertently connect to TD Banknorth).</p>
<p>Sincerely,</p>
<p>Brian Adler</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-08-29T14:35:29Z2009-08-29T14:35:29ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>This is my bank login page:</p>
<p><a href=
"https://onlinebanking.tdbank.com/">https://onlinebanking.tdbank.com/</a></p>
<p>When I use the links you provided above, the first one works
(redirects to my page above, when I select log in, and lets me log
in just fine with my userinfo and password) but the second, when I
click log in, redirects to <a href=
"https://online.tdbank.com">https://online.tdbank.com</a>. If I try
to log in there, it tells me I have the wrong User ID and
password.</p>
<p>TD Bank and TD BankNorth are the same bank, or at least the same
corporate entity. TD BankNorth was the old name (here in New
England) and now it's called TD Bank. But it would seem they have
multiple online banking websites which don't all share the same
userbase. Perhaps they haven't fully integrated their websites for
different regions despite their name merge.</p>
<p>According to what you said above, since I am a "TD Banknorth"
customer (i.e. I can use the first link above, but not the second,
even though they now call themselves TD Bank on all my statements
etc.), I should be able to set up an account using TD BankNorth
(without the NA) and it should log in despite the name reverting to
TD Online Banking in Moneydance. Unfortunately that is not correct.
When I set up a new account using TD Banknorth, and it reverts to
TD Online Banking, I get an error message that I am using the wrong
username and password. I am using build 641.</p>
<p>Note that if I try to set up an new connection with TD Online
Banking directly, it says the same thing (incorrect username and
password).</p>
<p>I think what's happening is that when TD Banknorth reverts in
Moneydance to TD Online Banking it's because it's treating it at
one and the same, and trying to log in to the second of your two
websites above which, as we already established, is not the correct
one for me. So maybe Moneydance is treating them as being totally
merged while TD Banknorth legacy customers still seem to have to
use a different login site.</p>
<p>I can verify that my account is enabled for Direct Connect and
that I am using the correct login information, because up until the
website relaunch it was working fine in Moneydance. I spoke with
the people at my bank and they say none of the login information
has changed.</p></div>Paulettetag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-07T12:32:25Z2009-09-07T12:32:25ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi Paulette,</p>
<p>I'm sorry for the delayed response. It's been a crazy week!</p>
<p>Can you try manually setting up a connection to TD Banknorth?
That will help use verify that they're definitely not yet the same
bank. To set up a connection manually, click the Manual Setup
button instead of the New Connection button when you go to set up
your connection. Moneydance will ask you for the following
information:</p>
<p>Name: TD Banknorth<br>
OFX Institution Org: CommerceBank<br>
OFX Institution ID: 1001<br>
OFX Connection URL: <a href=
"https://ofx.tdbank.com/scripts/serverext.dll">https://ofx.tdbank.com/scripts/serverext.dll</a></p>
<p>After you input that information, TD Banknorth should appear as
you selected bank. Try connecting then and see if it works.</p>
<p>Thanks for your patience, and I hope this helps.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-07T13:09:37Z2009-09-07T13:09:40ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Thanks for the response. I just tried this. I enter in the
manual information but when I get back to the screen that displays
the chosen bank, it displays "TD Banknorth" (as it should) for only
half a second before automatically flipping back to "TD Bank-Online
Banking." This automatic flipping to the other bank is the same
thing that happens when I choose TD Banknorth from the drop down
menu. Apparently entering in the information manually leads to the
same result.</p>
<p>I am sorry I don't have better news to report. Perhaps we can
reset the info somehow so that it doesn't know that the TD Bank -
Online entry exists? It's as though MoneyDance is treating TD
Banknorth as an alias for it and won't accept using what it sees as
an older name for the same thing. But as we know from my ability to
log on to one TD Banking regional site and not another, they're not
the same.</p>
<p>I am willing to try whatever else is needed. Just let me know. I
can take screenshots or even a screen cast of what I do, if it
helps. I am dying to get this fixed.</p></div>Paulette Jennertag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-07T13:44:43Z2009-09-07T13:44:43ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi Paulette,</p>
<p>I've emailed our head developer to see if he can turn off the
automatic switching on our end or if he has any other suggestions.
I'll let you know what he says. Hopefully we can get you up an
running soon!</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-09T14:35:11Z2009-09-09T14:35:11ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi again,</p>
<p>Would you be willing to try a couple experiments? This might
help us get to the root of the problem.</p>
<p>First, start a new, empty Moneydance file. You can do this by
choosing the "New..." option from the File menu. In this new file,
try to set up a connection to TD Banknorth. Don't touch TD Bank at
all. Does the connection work in the new file?</p>
<p>Second, go back to your original .md file and try to set up a
connection to TD Banknorth again. Proceed with the setup, even if
it switches to TD Bank again. Does the connection now work in the
old file?</p>
<p>Hopefully this will shed some light on the problem.</p>
<p>Also, another of our customers reported that they spoke with TD
Bank and were told that the bank had not yet finished integrating
all of their customer login databases. This integration is supposed
to be completed on 9/28, at which point all of this should be
straightened out. Hopefully we can get this working for you before
then, but at least we know they're working on it from their side as
well.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-09T22:11:10Z2009-09-09T22:11:10ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Apologies for jumping into this thread, when i have my <a href=
"http://help.infinitekind.com/discussions/financial-institution-direct-connection-support-requests/53-td-bank-online-problem-with-banks-td-bought">
own</a> with a similar problem. I suspect i <em>may</em> be the
other customer to whom you refer.</p>
<p>I created a new Moneydance file, which i'll call HUB, i setup
online banking for the default checking account for TD Banknorth
with my HUB credentials -- it worked! I tried downloading activity
and it was accurate. Within this same Moneydance file, i created a
new checking account, tried to setup online banking for TD Bank -
Online Banking (it switched to TD Banknorth) with my Commerce
credentials -- it failed:</p>
<blockquote>
<p>The given customer ID or PIN is not valid. For more information,
contact your financial institution.</p>
<p>Additional information from the server: The user cannot signon
because of invalid user ID or password.</p>
</blockquote>
<p>Since i think i see where you might be going with this, i
created a second Moneydance file, which i'll call Commerce,
following the same procedure as above, but creating the Commerce
account/online connection (TD Bank - Online Banking) first, which
worked, then creating the HUB account/online connection, which
failed as above. This time, when i selected TD Banknorth for the
HUB account, it switched to TD Bank - Online Banking.</p>
<p>Another potential point of interest is that in both cases, the
second account defaults to the first account's userid during setup.
I manually change userids and enter the appropriate password, but
it fails as i described above.</p>
<p>It seems that whichever TD is established first in a new
Moneydance file works, while the second 'flavor' of TD fails.</p>
<p>After i reread your post, i created a third Moneydance file,
setup online banking for TD Banknorth, HUB creds, etc, success.
THEN i returned to my real file and tried to set up online banking
for my HUB account, selecting TD Banknorth, ignoring the switch
back to TD Bank. Regrettably, it failed as above.</p>
<p>Hope this helps narrow down the problem. If you'd ilke me to run
other tests, please let me know.</p></div>Keithtag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-10T20:54:34Z2009-09-10T20:54:34ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Thanks for the information Keith. That does indeed help narrow
done the problems. What's happening is that Moneydance uses the FI
ORG and ID as primary keys to tell banks apart in its database.
Unfortunately, TD Bank and Banknorth are using the same ORG and ID
even though they are (right now) different banks, which is
confusing Moneydance. Once you've connected to both, it defaults to
using the newest information, which is that of TD Bank.</p>
<p>Sean (our head developer) is working on fixing this problem for
Moneydance 2010. We'll start using an internal ID number, to make
sure that this doesn't happen again in the future. Also, everything
should start working again once TD Bank finishes integrating their
systems at the end of the month. However, we unfortunately don't
have a workaround for right now. You'll need to manually download
transactions until the end of the month.</p>
<p>Sorry for the inconvenience, and thanks for working with me to
at least figure out what's going on. At least everything should
work again once they've integrated their systems.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-11T00:28:23Z2009-09-11T00:28:23ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Ah, the perils of using a compound PK. I understand the problem.
Glad i could help!</p>
<p>I'm glad to hear that this will be resolved when TD gets their
houses in order. Will there be a Moneydance update required or will
things suddenly start working?</p>
<p>Thanks again for your support on this rather tricky issue!</p></div>Keithtag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-11T13:31:33Z2009-09-11T13:31:33ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Hi Keith,</p>
<p>You shouldn't need to update Moneydance once they finish their
updating. We'll need to check to make sure that we have the correct
information when the dust settles, but it should just work for you
again.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-09-30T22:23:09Z2009-09-30T22:23:09ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>I can now connect to TD and directly download data for my
accounts. In an interesting twist, TD's web site is showing
incomplete/old information, along with an apology from TD.</p>
<p>Many thanks again for your help!</p></div>Keithtag:infinitekind.tenderapp.com,2009-01-14:Comment/3233962009-10-03T13:00:12Z2009-10-03T13:00:12ZTD Bank "upgraded" their website and I can no longer download transactions<div><p>Keith,</p>
<p>Thanks for the update. I'm glad to hear it's working again for
you.</p>
<p>Thanks for your help in troubleshooting this, and thanks for
using Moneydance!</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Little