Schwab account retrieval problem

[Cole]

Hi Mark,

As of today, I'm receiving "Failed to retrieve portfolio" message when attempting to receive transactions from my clients Schwab accounts. I went through several accounts to confirm that the account numbers, user names and passwords were correct, still the same problem. I updated fund manager, still the same problem. Never had this problem before, suggestions?

Thanks,

Cole

[Mark]

Hi Cole,

Does it display any error message or reason? If not, please open up your file:

C:\Users\<username>\AppData\Roaming\Fund Manager\ofxretr.txt

and see what it says in there. Or, you can email us that file, and we'll take a look.

[Cole]

Hi Mark,

I found the file...have no idea what I'm looking at. I sent a contact email through the website so I can attach the file via email.

Thanks,

Cole

[Mark]

Hi Cole,

I just replied to that email, so you can attach the file. Also, please let me know if there is any other error message displayed.