Unable to get Schwab transaction

[ajr240]

This applies to Transaction Retrieval only.

Open Fund Manager go to Retrieve Transactions..
Pop-up Window says,

Account is Locked out
PIN Lockout

Close pop-up, new pop-up says,

Failed to retrieve portfolio
Broker: Charles Schwab
Acct Number: xxxxxxxxxxxxxxx (actual number,not x's)
UserID: xxxxxxxxxxxx (again actual userID)

So, I check that all account numbers, userID's, and passwords are correct; and try again.
Same result.

Go to Schwab website to see what PIN lockout could possibly be. Can find nothing. So I turn off computer and reboot. Still same result.

Go back and reload Fund Manager 2016.14.15.100 and Transaction module 226. Reboot computer. Try to retrieve transactions, get pop-up that says, "General Error".
Close that pop-up and get the second pop-up as above "Failed to retrieve..."

Can not download any accounts from Schwab. Have been using Fund Manager for a decade or more, never had this problem.

Note that before reloading ver 2016.14.15.100, I had updated Quote and Transaction modules.

HELP !!!!! ?????

[Mark]

Hi ajr240,

That error message about being locked out is coming directly from Schwab. You might try calling them, and asking for help. They may not support Fund Manager, but you can ask them for help using the Quicken interface, as both Fund Manager and Quicken use their same OFX server/interface.

[LungDoc]

I am unable to download Schwab transactions. Currently with tranaction module 229. Version 2016.14.15.100

[Mark]

Hi LungDoc,

What happens when you try? Do you get some error message?

[LungDoc]

I think I may have discovered the problem. I use a VPN and when I am unable to login to Schwab directly unless I disconnect the VPN. Until the past few days I was able to retrieve transactions with FM thru the VPN. After exiting the VPN I am now able to download the the transactions from Schwab. Thanks