Re: Another One Step Update Error - TD Ameritrade (Schwab)

On Tue, 05 Sep 2023 08:36:58 -0700, Ken Blake <[email protected]>
wrote:

>On Sat, 02 Sep 2023 09:39:40 -0700, Ken Blake <[email protected]>
>wrote:
>
>>Ignore this message. I think I found out what was wrong, and I created
>>new Schwab accounts. I'll try setting up Quicken for this after Sept 5
>>when the merger has completed.
>>
>>I'll post back after I do this, either stating that it works or asking
>>for help again.
>
>
>Here I am again, asking for help again. I'm not getting it to work.
>
>All four of my TD Ameritrade accounts now exist on the Schwab web
>site, with correct information on their contents. I have all their new
>Schwab account numbers and I have the correct user IDs and password.
>Three of the accounts are sort of lumped together and I can access all
>three of them when I log into  one. The fourth account is my wife's
>IRA and I have to log into that separately with her user ID and
>password.
>
>So all seems fine on the Schwab web site. But I can't get it to work
>correctly in Quicken. This is what I've done:
>
>I went to Quicken Accounts, and clicked Add Account. It asked for an
>institution and I select Schwab. It has me sign into Schwab and
>authorize it to let Quicken access my accounts. I did.
>
>** It then says "Your accounts have been authorized successfully!" and
>brought me back to Quicken where it shows me all three of my accounts.
>One of them looks fine, but under "Nickname in Quicken" the other two
>have the names of unrelated accounts at  other institutions (I don't
>think the nickname issue is related to my problem, but I thought I
>would mention it just in case).
>
>Under Action, Link to Existing Account is selected. I click next and
>wait. And wait. And wait.
>
>After about an hour of waiting when nothing happened, I figured that
>something was wrong, so I shut down Quicken, restarted it, and started
>over. I got to the same place as the paragraph about with ** at its
>beginning but this time the drop-down box  under Action is gone, and
>instead it says "Don't add to Quicken" and provides no ability to
>change it.
>
>One (just one)  of the four accounts has been added to Quicken (the
>one without the incorrect nickname, if it matters), but with a zero
>balance and no transactions.
>
>So what did I do wrong? Did I just nor wait long enough the first time
>I tried this? How can I fix it.
>
>I'm about to delete the useless zero-balance added Schwab account and
>try again, but I wanted to first describe what I did and ask for help
>while it was still fresh in my mind.
>
>All suggestions as to what's wrong and what I should do would be
>greatly appreciated.

I deleted the zero-balance Schwab account and tried again. Everything
went the same was but this time, I got the choice of "Link to Existing
Account" (preselected) for the account I deleted. The other two
accounts, those with the incorrect nicknames, still said "Don't add to
Quicken." I let it go ahead with the hope that at least the one
account would work.

I waited fifteen minutes. For Quicken,  Task Manager said 0% CPU,
130.0 MB CPU, and 0 MB/s Disk, and none of those ever changed, so I
shut down Quicken again.

I then restarted Quicken and noticed that in the account list that
account  now had Charles Schwab & Co, Inc, under Financial
Institution, so I tried running an OSU for just that account. It
waited forever there too, so I shut down Quicken again.

I now see that the two TD Ameritrade accounts with the incorrect
nicknames have more than incorrect nicknames. They also have incorrect
financial intuitions, so perhaps that's what's screwing everything up.
I'll see if I can figure out how to change them.

>>On Sat, 02 Sep 2023 07:20:27 -0700, Ken Blake <[email protected]>
>>wrote:
>>
>>>This error undoubtedly results from yesterday's  TD-Ameritrade-Schwab
>>>merger. I thought I had properly done whatever I needed to do in
>>>advance, but apparently I didn't:
>>>
>>>I have four accounts there. I get the same OSU error with all four:
>>>
>>>Your login information in Quicken is incorrect.
>>>
>>>Can someone tell me what I need to do to fix this?