Re: Another One Step Update Error - TD Ameritrade (Schwab)
Ken Blake <[email protected]>
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Message-ID | <[email protected]> |
On Fri, 08 Sep 2023 15:02:49 -0700, Ken Blake <[email protected]> wrote: >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. Done. All seems well now, OSU works on all four accounts. Hallelujah! The problem was apparently with a few old Schwab accounts that were hidden--so old that I had for forgotten that they had existed. Again, enormous thanks. I've long thought that I knew Quicken pretty well, but you clearly know much more about it than I do; I don't think I could have gotten this fixed without your help.