Re: Transaction downloading

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In Reply to: Re: Transaction downloading posted by Mark on January 05, 2005 at 15:07:16:

: : : : When I try and download transactions from TD Waterhouse I am Getting an "Invalid Signon" message. I know my ID and password are ok because Quicken downloads the transactions just fine. I have tried it with my regular portfolios and created sub portfolios and I still get the same message.

: : : : Mike

: : :
: : : Hi Mike,

: : : Can you double check you've entered your passwords correctly. I do know that
: : : TD Waterhouse is one of the brokers that provides a different userid/password
: : : for the transaction download as compared to what is needed to log onto their
: : : web site. TD Waterhouse requires you to sign up for their "Direct Download",
: : : which makes your data available on their OFX server. It sounds like you've
: : : already done this though, if you're downloading transactions into Quicken. Have
: : : you verified that Quicken can also still download your transactions?

: : : Thanks,
: : : Mark
: : : --
: : : Mark Beiley
: : : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
: : :

: :
: : Yes Quicken still works. Has anybody else had problems with TD Waterhouse? A friend of mine is having the same problem with TD Waterhouse

: : Mike

:
: Hi Mike,

: My personal account happens to be with TD Waterhouse, and I just retrieved
: my own account's transactions. It worked properly. I've also talked
: by email to one other person who was retrieving from TD Waterhouse okay.

: I'm not sure of the problem, but one guess may be that Quicken has changed
: your password? What if you re-type your userid/password into Quicken?
: Does it still work? That way, you can verify what you're typing into
: Fund Manager is the same as what you're using in Quicken. If not, you
: might want to call up Waterhouse and have them verify/reset your username/password.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

When I called Waterhouse back the rep. told me that my pin had to be enabled for each of the three programs they support. I told him to enable it for all three and my downloading started working. It did not work when I was enabled for Quicken only.

Mike

Replies:

• Re: Transaction downloading Mark 11:14:25 01/06/05 (2)
  • Re: Transaction downloading Michael McCleary 12:24:48 01/06/05 (1)
    • Re: Transaction downloading Mark 12:48:57 01/06/05 (0)