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Schwab server not available

General questions about using Fund Manager that do not fit into any other forum.

Postby rmiz » Mon Sep 16, 2024 7:10 pm

Last year my TD Ameritrade account was transferred To Schwab. I have accessed my transactions since the conversion. Toady, I could not get the current months transactions.

I got an message Wininet error code 12029. Message A connection with the server could not be established. When I opened the retrieve transactions module, The from company was still TD Ameritrade and my old account number. Tried to change it to Schwab. There are 2 selections on the drop down menu Schwab Share college fund and Schwab Retirement Services. Neither applies to my situation.

How do I set up this screen to get transactions from Schwab?

Regis Mizikar
rmiz
 
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Joined: Mon Jan 16, 2023 3:26 pm

Postby Mark » Tue Sep 17, 2024 8:02 am

Hi Regis,

You're looking for "Charles Schwab - NEW". This server works a bit different than the others, so we have instructions here:

https://www.fundmanagersoftware.com/faq ... ersion.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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