Tagged: TD Bank

OFX/Direct Connect error after updating to Banktivity 8.6

Posted on by Nancy Powers Libby

If you are unable to connect to your bank using OFX/Direct Connect after upgrading to Banktivity 8.6, taking the account offline and back online should allow you to get reconnected. We updated the connection client in v8 so in some cases, you may need to log in to your bank’s website to allow 3rd-party apps…

Banks that have moved to Open Banking and why (Is my bank on the list?).

Posted on by Nancy Powers Libby

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…

Setting up Direct Connect/OFX Bill Pay with TD Bank

Posted on by Nancy Powers Libby

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…

TD Bank: directions for enabling OFX importing

Posted on by Nancy Powers Libby

The following directions are for new Banktivity users and for users that were previously able to import transactions from TD Bank using Direct Connect/Bill Pay. Log in to your TD Bank account online Go to Account Options Select Account Services Go to Manage Financial Tool Access Allow Quicken Windows 2016 That’s it! TD Bank now…