----------------------------------------------------------------------------------
@MSGID: <ke6nfilnb459ki4eibqopcq39fu1lvfves@4ax.com>
5440fcb7
@REPLY:
<0a958b69-c9b8-453d-bb48-f413db3df7e8n@googlegroups.com> ba8d286f
@REPLYADDR Ken Blake <Ken@invalid.news.com>
@REPLYTO 2:5075/128 Ken Blake
@CHRS: CP866 2
@RFC: 1 0
@RFC-Message-ID:
<ke6nfilnb459ki4eibqopcq39fu1lvfves@4ax.com>
@RFC-References:
<r52hfih3djmlvb37si40chiape586rb5t0@4ax.com> <8cc0a10f-b9e2-4776-bdd4-6271dc0565c4n@googlegroups.com>
<778hfidrrnu4p6qcv1movmdnet1v9ds7st@4ax.com> <2320546b-fa6c-43c7-b355-8f5158e061c2n@googlegroups.com>
<2ae12290-3509-423e-81da-c1ab45128f91n@googlegroups.com> <h9mjfi9fbpv3tvfblcde6qg229nnl9htkd@4ax.com>
<42jkfi10309d0p3nstibouj1lsjepbfglp@4ax.com> <l4jmfih7gs625flqnmf20p5usin92a3jns@4ax.com>
<0a958b69-c9b8-453d-bb48-f413db3df7e8n@googlegroups.com>
@TZUTC: -0700
@TID: FIDOGATE-5.12-ge4e8b94
On Fri, 8 Sep 2023 12:27:08 -0700 (PDT), John Pollard
<
8plus7isf@gmail.com> wrote:
>On Friday, September 8, 2023 at 11:48:06?AM UTC-5, Ken Blake wrote:
>
>> Alas, I spoke too soon. All four of the TD Ameritrade accounts
>> were converted to Schwab, and everything looks OK. But...
>>
>> ...OSU doesn`t work.
>>
>> Three of the four accounts were lumped together with a single
>> Login-ID in OSU, but the fourth, my wife`s IRA was separate, with
>> a different Login-ID from the other three.
>
>That sounds normal to me.
>Was it not that way at TD Ameritrade?
>
>> OSU worked for my wife`s IRA, but the other three didn`t.
>> I deactivated all three, and then tried re-activating them
>> one at a time. OSU failed on all three with error CC-506 -
>> "Quicken is unable > to update your account.
>> This may be because the account was closed or
>> its nickname was changed."
>
>The FAQ for CC-506:
https://tinyurl.com/4hbty3ph
>
>I suggest you read and consider that FAQ carefully.
>
>[You also might check your previous Schwab "test" download
>to a NEW Quicken file and note the characteristics of each
>newly activated Schwab account in Quicken ... including
>"nicknames". Or, if that test file is no longer available,
>create a new one and start the test over.
>Have you given your Schwab accounts nicknames at the
>Schwab web site?]
>
>Then deactivate ALL "your" old TD Ameritrade accounts AND
>ALL "your" currently activated Schwab accounts.
>[Have you ever had any Schwab accounts before the
>TD Ameritrade transfer?
>If so, make sure they are also deactivated.]
>
>While the Schwab accounts are deactivated, I suggest
>going to the Edit Account Details dialog for each account
>and clearing the financial institution name, and the account
>number (and user-id, if present).
>
>Then use the "Add Account" process (NOT the re-activate
>process) to reactivate all "your" Schwab accounts at one time
>(you should be required, by Schwab, to "authorize" all your
>Schwab accounts before they will be downloaded).
>Make certain that each Schwab account "discovered" by
>Quicken is "Link[ed]" to the correct existing Quicken account.
>
>> It fails even if two of the three is deactivated.
>>
>> Other than the three accounts being lumped together with a single
>> login-ID, I don`t see anything different between those accounts and
>> my wife`s IRA.
>
>> Could that lumping together be a factor in their OSU failure?
>
>I seriously doubt it.
>
>Should I try changing the user-ID on two of the three,
>> so they are all different?
>
>I would not.
>
>[I download 4 Schwab investment accounts and 2 Schwab
>bank accounts in each OSU (using my user-id/password) -
>and 1 investment account for my girlfriend
>(who has a different Schwab user-id/password than I).]
Thanks once more. No time now, but I`ll follow your suggestions
tomorrow.
--- Forte Agent 6.00/32.1186
* Origin: usenet.network (2:5075/128)
SEEN-BY: 5001/100 5005/49 5015/255 5019/40 5020/715
848 1042 4441 12000
SEEN-BY: 5030/49 1081 5058/104 5075/128
@PATH: 5075/128 5020/1042 4441