Re: transaction retrieval

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In Reply to: Re: transaction retrieval posted by Mark on January 31, 2005 at 10:19:02:

: : i am trying to download transactions for the first time from my Schwab account. I do full internet trading at Schwab and have total internet access to all Schwab features. Yet, when i try the transaction download, i get an error message "Signon Invalid (user name or password)". When i click OK, the Information Box comes up with the transmitted account number and user ID - both are correct. I have re-entered the info many times into this screen and continue to get the same error - i have done it with and without the hyphen in the account number.

: : What am i doing wrong?

:
: Hi Richard,

: You may need to go online to Schwab's site, and sign up for this service. Some
: brokers provide a different account number and/or password for this feature.
: Fund Manager uses the same technique as Microsoft Money and Quicken do, it
: retrieves from the broker's Open Financial Exchange (OFX) server. Please search
: for instructions on registering to use one of those products to download your
: transactions. The same set of instructions would apply for Fund Manager. I
: took a quick look, but without an account, I couldn't find it on their site.

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

I was trying to evaluate the software and am having the same problem. My account will download, but my wife's account will not. I really think it is on the Schwab side. They say you must web activate the account located on the sign on screen. I ended up getting the following message after typing in all the information.
"! This SSN is listed for more than one owner on your account. Please call a Schwab representative to help you create a new Login ID." Their response was that they don't support Fund Manager. They don't need to since the software uses the same process as Quicken and other software.

"Fund Manager uses the same technique as Microsoft Money and Quicken do, it retrieves from the broker's Open Financial Exchange (OFX) server."

I am currently in an e-mail exchange. Reguardless of the software used, I shouldn't get the message above.

Replies:

• Re: transaction retrieval Mark 22:26:12 12/05/05 (0)