I am sure another bank will be happy to pay that to get my business. Can anyone give me advice on how to deal with TDW or where to take my business? Edited Subject to reflect new name Moderator W. It's in Ontario. Those agents are far better than the regular ones. Failing that, work your way up the food chain.
Moving isn't necessarily a good solution. The other brokers aren't any different in that a they occasionally screw up, often doing transfers and especially now that it's RRSP season and b they have similar escalation procedures. You'll likely get more responses if this was in the General Finance forum. Post by Donut » 17Jan We can always depend on you Bylo. I am confident that, with the information you provided, I can get someone who will listen and, perhaps, even act.
Thanks for your help. Actually, I like having a relationship with two banks rather than one. Thanks to your leads I will take TDW on again but in a more organized and professional way and see if they can redeem themselves.
Post by gummy » 18Jan I recall years and years ago phoning in an order to what was then Greenline I wrote a letter to the then-president with a copy to customer service explaining the problem.
I also said that I was a writer and intended to write about a little old lady who lost her life savings at Redline. I got a nice letter back and a jillion phone calls asking what I would like them to do. Post by Bylo Selhi » 18Jan gummy wrote: I recall years and years ago phoning in an order to what was then Greenline I wrote a letter to the then-president with a copy to customer service explaining the problem Post by gouthro » 18Jan was just looking into a Presidents Account.
TD Waterhouse Post by jrobert » 19Jan I am currently involved again with TD Waterhouse and their left hand not knowing what their right hand etc, etc.
Madame has her RRIF with them. We're not talking big bucks here but it is HERS and has been appreciating nicely. I have her Power of Attorney and do the footwork for her. My dealings with them are all by telephone - great if you like elevator music and have lots of time. She withdraws the minimum allowable at the end of each year. In December of each year we head off to Vegas for Christmas. Two years ago I telephoned their Headshed, got a broker on the line, explained that we were leaving the country for a week and that we wanted to set up her annual withdrawal for the last banking day of the year with the funds to be drawn from an specific equity fund.
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Unexpected Email or Text to verify info. Error Updating Capital One Accounts. Web Connect Troubleshooting. Windows Mac. Overview Web Connect is a connection method in which the transaction download is initiated by visiting the financial institution's website and downloading the file containing the transaction information known as a QFX file directly from there. If you're having trouble using Web Connect in Quicken, check the following items before taking other troubleshooting steps: First, verify a few things: That your bank supports a Quicken Web Connect download.
If the financial institution no longer supports Web Connect in Quicken, the file cannot be authorized when importing. Locate the correct file to download While the steps to download a Web Connect file QFX are fairly simple, navigating through the financial institution's website to locate the file can be difficult.
Here are some tips: After signing into the financial institution's website, look for a link titled Download or Export. The exact wording may vary. In some cases, the link will instead be a clickable symbol for downloading. See the examples below: Sometimes the Download button or link will only appear if you are viewing an account vs. Once you have navigated to the download page, most banks will have settings you will need to configure before starting the download.
Similar to the sample below. Make sure to select the Quicken format and adjust for the dates you want to download. Sometimes, depending on the web browser being used and the settings, the Web Connect file has downloaded but isn't automatically opening in Quicken. Create a new Quicken file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file.
If there are accounts in the QXF file that can't be imported, such as investing or business accounts, Quicken displays a list of those accounts. You'll see a confirmation message when the process completes.
If there are errors, you can click a link to review a log file that contains more information about the QXF import.
Open the Quicken file you want to import the QXF data into. We recommend that you back up your existing Quicken file before importing QXF data into it. Type the name of the QXF file you want to import, or click Browse to select it. Was this article helpful? I got it Not really Help us improve our support center.
Sorry this article didn't help. Try searching our FAQs:. Why was this article not helpful? The article is difficult to understand. What can we do to improve this article? Converting from Quicken Windows to Quicken Mac. Select Browse and choose the file you downloaded from your bank.
Click Next. From the QuickBooks Account drop-down list, select the appropriate bank or credit card account and click Next. Map the statement fields according to your CSV file format and click Next. Select the checkboxes of the transactions to import and click Next.
Click Yes to confirm you want to import now. Once the process completed, select Let's go. Let's get started. To download web connect files: From the QuickBooks File at the top menu bar. Select Utilities and click Import. Choose Web Connect Files. Select the QBO file you saved, then select Open. When prompted to Select Bank Account, select: Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name. Select Continue. You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK. Go to the Bank Feeds Center to review your transactions. Level 2. I would suggest making a back up prior to experimenting with this technique. Hello there, DJC. Wishing you and you business continued success.
Have a good one. Awesome thanks. Works well. Not sure about running bank data through an online convertor. After how many Quickbooks MAC, Desktop version. I appreciate you for sharing the workaround you used, FJC1. It's good to know that renaming the file works perfectly on your end.
If you have other concerns, please don't hesitate to post here. This worked wonderfully! Content Leader. Hey, mhawash. If there's anything you need, please feel free to comment below.
Not applicable.
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