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Charles Schwab Portfolio setup issues

Questions about updating prices or transactions in Fund Manager
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Postby oyz79 » Sun Nov 23, 2014 7:16 pm

I am using the Portfolio Setup Wizard. I successfully imported transactions from a new TD Ameritrade account. However, I continue to get errors when trying to setup a Schwab portfolio. After entering my user id and password it says "General Error Account Information may contain bad or invalid characters such as spaces"
oyz79
 
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Joined: Fri Dec 30, 2011 9:47 pm
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Postby Mark » Sun Nov 23, 2014 10:23 pm

Hi oyz79,

If your password is longer than 8 characters, try entering only the first 8 characters.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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