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

On Fri, 8 Sep 2023 12:27:08 -0700 (PDT), John Pollard
<[email protected]> 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.