Home Page link  

Unable to download from one institution

  
Groups | Search | About
User Password
Register Now! Lost Password?

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Unable to download from one institution PatJennings 12-27-2006
Posted by PatJennings on December 27, 2006, 5:46 pm
Please log in for more thread options
 Although I have been downloading (presently Quicken Deluxe 2006) for many
years, I am having a problem with my downloads from Schwab. The error
message is OL-293-A. Working with the Schwab representative, we were not
able to resolve the issue. I can log onto the Schwab website with no
problem. I've verified that the account numbers in Quicken match the Schwab
accounts. Should there be or not be a dash or separator of any kind in the
account number? I've verified that the Quicken PIN is the same as the
password on the web page. We were unable to fix and Schwab has escalated my
problem to Third-Level support. It might be some days before support
contacts me.

In the meanwhile, perhaps someone can offer some constructive advice.

Thanks,
Pat



Posted by az-willie on December 27, 2006, 6:34 pm
Please log in for more thread options
 PatJennings wrote:
> Although I have been downloading (presently Quicken Deluxe 2006) for many
> years, I am having a problem with my downloads from Schwab. The error
> message is OL-293-A. Working with the Schwab representative, we were not
> able to resolve the issue. I can log onto the Schwab website with no
> problem. I've verified that the account numbers in Quicken match the Schwab
> accounts. Should there be or not be a dash or separator of any kind in the
> account number? I've verified that the Quicken PIN is the same as the
> password on the web page. We were unable to fix and Schwab has escalated my
> problem to Third-Level support. It might be some days before support
> contacts me.
>
> In the meanwhile, perhaps someone can offer some constructive advice.
>
> Thanks,
> Pat
>
>
=====================
I don't use Schwab ... but you would probably be much happier using
either Tradelog or Gainskeeper for your investments instead of Quicken.

Quicken is brain-dead as far as stocks go. Both of these programs can
download from almost any broker.

Posted by Andrew on December 27, 2006, 8:33 pm
Please log in for more thread options
PatJennings wrote:
> Although I have been downloading (presently Quicken Deluxe 2006) for
> many years, I am having a problem with my downloads from Schwab. The
> error message is OL-293-A. Working with the Schwab representative, we
> were not able to resolve the issue. I can log onto the Schwab
> website with no problem. I've verified that the account numbers in
> Quicken match the Schwab accounts. Should there be or not be a dash
> or separator of any kind in the account number? I've verified that
> the Quicken PIN is the same as the password on the web page. We were
> unable to fix and Schwab has escalated my problem to Third-Level
> support. It might be some days before support contacts me.
>
> In the meanwhile, perhaps someone can offer some constructive advice.
>
> Thanks,
> Pat

No dashes in the account number. 8 straight digits, right?
The userid for Q ('customer id') is different than the account number,
right? The customer id is the same as your web logon id.
password in the Q PIN and web pw should be the same.

Works ok for me for multiple investments within my same account number.
Good luck!

--
-------------------------------------------------------------
Regards -

- Andrew



Similar ThreadsPosted
Unable to Print October 21, 2006, 3:43 pm
Help with financial institution name please :( May 14, 2007, 10:22 pm
Unable to delete security February 5, 2007, 11:52 am
Changing Financial Institution on Accounts July 1, 2006, 3:42 pm
Unable to perform online updates December 3, 2006, 4:30 pm
"Updating financial institution information" November 27, 2006, 9:27 am
Adding a new account with same financial institution December 14, 2006, 8:25 pm
Quicken Community -- Unable to Login December 13, 2007, 11:26 pm
TIAA-CREF and Institution funds February 11, 2008, 5:37 pm
Quicken 2001 - "Unable to validate your file . . . " May 20, 2008, 8:13 am

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap