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

On Tue, 05 Sep 2023 09:25:42 -0700, Ken Blake <[email protected]>
wrote:

>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.

I said that wrong. It's not the TD Ameritrade accounts that have
incorrect financial institutions, it's the two accounts with the
incorrect nicknames that now have Charles Schwab & Co, Inc, as their
Financial Institution.

I haven't figured out to change them. Is it possible? How?

I also tried to add my wife's Schwab IRA account and link it to
Existing Account. That failed in the same way.

This is extremely frustrating. I don't know what to do. I'm not even
sure I can remember everything I've tried.


>
>>>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?