TD Ameritrade Transaction Downloads Not Working

sca957's Avatar

sca957

22 Jul, 2021 09:17 PM

Hi - I've been downloading my stock transactions from TD Ameritrade for years. However, today that function no longer works for TD Ameritrade. It does work for other institutions. I called TD Ameritrade and they said they have not made any changes in the download functionality.

I am running
OS: Arch Linux

Moneydance ver: 2021.1 (3069)

In Moneydance, when I'm in the register view of my TD Ameritrade account, the "Download" button is grayed out.
When I select "download" from the Online dropdown nothing happens. Here's the console output from that action:
Starting Moneydance 2021.1 (3069) at Thu Jul 22 16:50:45 EDT 2021 Settings Folder: /home/gotit/.moneydance OS: Linux 5.12.15-arch1-1 amd64 Java: 16.0.1 (N/A) Is in sandbox: false; restricted file access: false Library path: /usr/java/packages/lib:/usr/lib64:/lib64:/lib:/usr/lib creatingURLStreamHandler for protocol 'moneydanceextloader' findandreplace (0): 07-22 16:50:46.140|Initialized build 1215 ok initialized extension findandreplace in 0.068 seconds initialized extension txtimport in 0.011 seconds Initializing fonts: default: [[Dialog]] printing: [[Andale Mono, Dialog]] monospaced: [[Monospaced]] coding: [[Hack, Monospaced]] fonts resolved: default: Dialog:12.0:style0 mono: Monospaced:12.0:style0 coding: Hack:12.0:style0 print: Andale Mono:12.0:style0 header: Dialog:14.0:style0 register: Dialog:11.0:style0 reportTitle: Dialog:32.0:style0 calendarTitle: Dialog:11.0:style0 reportHeader: Dialog:10.0:style0 detailTitle: Dialog:14.0:style0 Setting look and feel class to javax.swing.plaf.metal.MetalLookAndFeel initialized extension yahooqt in 2.272 seconds opening last file: /mnt/Netdrive-Files/gotit/Moneydance/Documents/gotit.moneydance loading dataset: /mnt/Netdrive-Files/gotit/Moneydance/Documents/gotit.moneydance creatingURLStreamHandler for protocol 'http' loading with 128 bit encryption key reading trunk data tiksync/trunk trunk data loaded (3.705 seconds), checking for incremental updates loading un-synced txn files... loading synced txn files... replacing root: null () with new root: My Finances (421fdbc3-dc93-42d6-81d9-054d0fc017ed calculated portfolio cost basis in 0.101 seconds

When I try to re-setup online banking from the Online dropdown I get this error message:
The given customer ID or PIN is not valid. For more information, contact your financial institution. Additional information from the server: Signon invalid

This is the console window from that action:
Starting Moneydance 2021.1 (3069) at Thu Jul 22 16:50:45 EDT 2021 Settings Folder: /home/gotit/.moneydance OS: Linux 5.12.15-arch1-1 amd64 Java: 16.0.1 (N/A) Is in sandbox: false; restricted file access: false Library path: /usr/java/packages/lib:/usr/lib64:/lib64:/lib:/usr/lib creatingURLStreamHandler for protocol 'moneydanceextloader' findandreplace (0): 07-22 16:50:46.140|Initialized build 1215 ok initialized extension findandreplace in 0.068 seconds initialized extension txtimport in 0.011 seconds Initializing fonts: default: [[Dialog]] printing: [[Andale Mono, Dialog]] monospaced: [[Monospaced]] coding: [[Hack, Monospaced]] fonts resolved: default: Dialog:12.0:style0 mono: Monospaced:12.0:style0 coding: Hack:12.0:style0 print: Andale Mono:12.0:style0 header: Dialog:14.0:style0 register: Dialog:11.0:style0 reportTitle: Dialog:32.0:style0 calendarTitle: Dialog:11.0:style0 reportHeader: Dialog:10.0:style0 detailTitle: Dialog:14.0:style0 Setting look and feel class to javax.swing.plaf.metal.MetalLookAndFeel initialized extension yahooqt in 2.272 seconds opening last file: /mnt/Netdrive-Files/gotit/Moneydance/Documents/gotit.moneydance loading dataset: /mnt/Netdrive-Files/gotit/Moneydance/Documents/gotit.moneydance creatingURLStreamHandler for protocol 'http' loading with 128 bit encryption key reading trunk data tiksync/trunk trunk data loaded (3.705 seconds), checking for incremental updates loading un-synced txn files... loading synced txn files... replacing root: null () with new root: My Finances (421fdbc3-dc93-42d6-81d9-054d0fc017ed calculated portfolio cost basis in 0.101 seconds creatingURLStreamHandler for protocol 'https' loaded cookie from https://ofxs.ameritrade.com/cgi-bin/apps/OFX : NSC_UY-DGF-pgyt.bnfsjusbef.dpn-443=14b5a3d97f98161e5db6c0567c2ac0d030fe6d032b907d624da84c6d7c4e9ee6dc05fdbe;path=/;secure;httponly -> NSC_UY-DGF-pgyt.bnfsjusbef.dpn-443=14b5a3d97f98161e5db6c0567c2ac0d030fe6d032b907d624da84c6d7c4e9ee6dc05fdbe; path=%2F; domain=ofxs.ameritrade.com; secure accounts are available!

  1. 1 Posted by Stuart Beesley ... on 22 Jul, 2021 09:53 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I'm intrigued as to how your MD is reporting Java: 16.0.1 when the version released with MD is 'Java: 15.0.1 (AdoptOpenJDK)'? Did you swap it out..?

    There's nothing of note in the log...

    Try keeping console open and then with it open, try the download or setup. You will get more messages reported....

    (not support, just a fellow user)

  2. 2 Posted by dwg on 22 Jul, 2021 10:49 PM

    dwg's Avatar

    You are getting a signon invalid message, have you changed your password at ll?

    Firstly I am wondering if you have and the old password is being cached in Moneydance and thus being reused and therefore needs to be fully cleaned out.

    A signon message could also potentially indicate you account has been disabled on the server for direct connect access, although we normally see an error 2000 in that case.

    I'm also intrigued with your java version, this is what I get:

    Starting Moneydance 2021.1 (3069) at Thu Jul 22 07:47:35 AEST 2021
    Settings Folder: /home/gordon/.moneydance
    OS: Linux 5.4.0-72-generic amd64
    Java: 15.0.1 (AdoptOpenJDK)

  3. 3 Posted by sca957 on 22 Jul, 2021 11:56 PM

    sca957's Avatar

    Thanks for the quick reply/suggestions...
    Java: 16.0.1 is my system version of java. I didn't change out java in any MD files/calls.

    When I run download with the console open nothing appears.

    To download with TD Ameritrade you need to use a PIN vs password. I have not changed my PIN ever.

    Again, other institutions download just fine. This issue with TD just started today. It worked great last week and I haven't done a system update since then.

    Maybe I'll have TD reset my PIN and see if that helps.

  4. 4 Posted by sca957 on 23 Jul, 2021 07:23 PM

    sca957's Avatar

    Solved.
    TD Ameritrade now requires the ID to be the account number. Previously, they allowed it to be the UserID that was part of Scottrade prior to the merger.

  5. sca957 closed this discussion on 23 Jul, 2021 07:23 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac