Only one User ID and Password allowed per FI for OSU in Quicken?
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From: TomYoung on 5 Aug 2010 21:20 Hi all: Several years ago my wife and I moved the majority of our various accounts to Schwab. We each established different User ID's and Passwords. Entering her User ID/Password at the Schwab web site brings up our joint accounts and her separate retirement accounts. Entering my User ID/Password at the Schwab site brings up our joint accounts, my retirement account and another account where I'm the trustee. Some time ago I set up a couple of my wife's retirement accounts for OSU and today I thought I'd try to finish the job and set up *all* our Schwab accounts for OSU. I finished off my wife's retirement accounts and then moved on to our joint accounts and my retirement account, figuring I'd use my User ID/Password on those accounts. Only I can't establish OSU for these accounts as Quicken only presents one User ID for Schwab: my wife's. I can complete OSU for the joint accounts at Schwab using my wife's User ID/Password, but I can't get at the other accounts I can access at the Schwab site using my User ID and Password. I can't think of any way to get around this problem but I figured I'd ask before leaving my retirement account out of the loop for OSU. TIA. Tom Young
From: jslcr1 on 6 Aug 2010 05:21 On Aug 5, 8:20 pm, TomYoung <sombo...(a)gmail.com> wrote: > Hi all: > > Several years ago my wife and I moved the majority of our various > accounts to Schwab. We each established different User ID's and > Passwords. Entering her User ID/Password at the Schwab web site > brings up our joint accounts and her separate retirement accounts. > Entering my User ID/Password at the Schwab site brings up our joint > accounts, my retirement account and another account where I'm the > trustee. > > Some time ago I set up a couple of my wife's retirement accounts for > OSU and today I thought I'd try to finish the job and set up *all* our > Schwab accounts for OSU. I finished off my wife's retirement accounts > and then moved on to our joint accounts and my retirement account, > figuring I'd use my User ID/Password on those accounts. Only I can't > establish OSU for these accounts as Quicken only presents one User ID > for Schwab: my wife's. I can complete OSU for the joint accounts at > Schwab using my wife's User ID/Password, but I can't get at the other > accounts I can access at the Schwab site using my User ID and > Password. > > I can't think of any way to get around this problem but I figured I'd > ask before leaving my retirement account out of the loop for OSU. > > TIA. > > Tom Young Note sure if this will help or not but give it a try. Setting up additional online accounts with the same financial institution in Quicken This article describes two methods for setting up additional online accounts with the same financial institution in Quicken. Note: You must obtain a Customer ID and password from your financial institution in order to add accounts using the One Step Setup process and the Quicken Account Setup. Setting up additional online accounts using the One Step Update: 1. Select the Online menu, and select One Step Update. 2. Once the connection with your financial institution has been established, you should be able to select a list of available accounts to add in the One Step Update process. 3. Select the accounts you wish to add. Setting up additional online accounts using the Online Account Setup: 1. Select the Online menu, and select Online Account Services Setup. 2. Select the option Create New Quicken Account and click Next. 3. Select the option This account is held at the following institution and click Next. Note: Type the name or first letter of your financial institution in the blank field. Also select the checkbox if you are setting up a loan account. 4. Select Yes to connect your financial institution through Quicken. 5. Click Next. 6. Enter your Customer ID, Password, and then Reenter your Password and click Next. 7. Once the connection with your financial institution has been established, a window will display a list of available accounts to add in the Quicken Account Setup process. Note: When adding more than 6 accounts, you must select the appropriate option of Activate or Do Not Use This Account In Quicken for the first 6 accounts displayed, and then select the Update Now option before you will be able to see the next set of accounts such as the 7th or 8th account and so on.
From: Eric J. Holtman on 6 Aug 2010 11:53 TomYoung <sombodee(a)gmail.com> wrote in news:5e6d55a0-a1c3-40d4-8007- ee7492c01345(a)m17g2000prl.googlegroups.com: > > I can't think of any way to get around this problem but I figured I'd > ask before leaving my retirement account out of the loop for OSU. > I don't remember the exact steps, but I know this works for accounts I have at both FifthThird Bank, and Fidelity Investments. That is, like you, my wife and I have both separate and joint accounts at both places. OSU works perfectly.
From: Oilcan on 5 Aug 2010 23:07 I have four ID's for Citibank and two ID's for Chase. There shouldn't be a limitation for Schwab. Oilcan -----Original Message----- From: TomYoung [mailto:sombodee(a)gmail.com] Posted At: Thursday, August 05, 2010 6:21 PM Posted To: alt.comp.software.financial.quicken Conversation: Only one User ID and Password allowed per FI for OSU in Quicken? Subject: Only one User ID and Password allowed per FI for OSU in Quicken? Hi all: Several years ago my wife and I moved the majority of our various accounts to Schwab. We each established different User ID's and Passwords. Entering her User ID/Password at the Schwab web site brings up our joint accounts and her separate retirement accounts. Entering my User ID/Password at the Schwab site brings up our joint accounts, my retirement account and another account where I'm the trustee. Some time ago I set up a couple of my wife's retirement accounts for OSU and today I thought I'd try to finish the job and set up *all* our Schwab accounts for OSU. I finished off my wife's retirement accounts and then moved on to our joint accounts and my retirement account, figuring I'd use my User ID/Password on those accounts. Only I can't establish OSU for these accounts as Quicken only presents one User ID for Schwab: my wife's. I can complete OSU for the joint accounts at Schwab using my wife's User ID/Password, but I can't get at the other accounts I can access at the Schwab site using my User ID and Password. I can't think of any way to get around this problem but I figured I'd ask before leaving my retirement account out of the loop for OSU. TIA. Tom Young
From: TomYoung on 6 Aug 2010 12:40
Given the replies that suggest multiple User ID's and Passwords should work I thought I'd describe in more detail what I'm seeing when trying to setup additional Quicken accounts for OSU in my QD2010. 1) Right-click a one of my Schwab accounts in the Account Bar, select "Edit account", click "Online Services" tab, click on "Activate One Step Update." 2) Account Setup window comes up with an option to select Charles Schwab & Co., Inc, showing my wife's User ID or to select "No, the account is at a different institution or has a different login" 3) Select the "No, the account is at a different institution.." option 4) Account Setup window changes to read "Select your Account Type or Branch" and "Choose one of the following options:" followed by an drop down menu with the word "Select." 5) Clicking on the drop-down menu reveals that there's nothing to select, and I'm stuck. Maybe a Schwab issue, maybe a Quicken issue? Tom Young On Aug 5, 6:20 pm, TomYoung <sombo...(a)gmail.com> wrote: > Hi all: > > Several years ago my wife and I moved the majority of our various > accounts to Schwab. We each established different User ID's and > Passwords. Entering her User ID/Password at the Schwab web site > brings up our joint accounts and her separate retirement accounts. > Entering my User ID/Password at the Schwab site brings up our joint > accounts, my retirement account and another account where I'm the > trustee. > > Some time ago I set up a couple of my wife's retirement accounts for > OSU and today I thought I'd try to finish the job and set up *all* our > Schwab accounts for OSU. I finished off my wife's retirement accounts > and then moved on to our joint accounts and my retirement account, > figuring I'd use my User ID/Password on those accounts. Only I can't > establish OSU for these accounts as Quicken only presents one User ID > for Schwab: my wife's. I can complete OSU for the joint accounts at > Schwab using my wife's User ID/Password, but I can't get at the other > accounts I can access at the Schwab site using my User ID and > Password. > > I can't think of any way to get around this problem but I figured I'd > ask before leaving my retirement account out of the loop for OSU. > > TIA. > > Tom Young |