Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #3  
Old 03-30-2005, 06:01 PM
MBel
Guest
 
Posts: n/a
Default RE: Setup Online w/TD Waterhouse Problems

John - I am having the exact same problem with my Waterhouse account. I also
have OEM version of Money 2004. It keeps telling me to change my password.
I call Waterhouse. they gave me a new ID AND password that they state is
required to download into Money. So I have tried everything: My original
Waterhouse account number and password - I get the error. Then I entered the
ID and password that they gave me to use - I still get the error. I'm
getting frustrated. I see Colleen's comments below, but I have no Money 2005
involved and am still having the problems. Have you found a solution? If
so, please share it.

Thank you,

- Michael

"CBarnes" wrote:

- quote -

> John....I also have an OEM version of Money 2004, it came with a new pc. I
> also use the Money Central Portfolio which is a web based Money 2005
> Portfolio. I wanted to import my data from the web or my backup CD. I had
> thought that my issues with using OEM 2004 were password (I kept getting
> error messages relating to my password.) related but were instead because my
> web based files are Money 2005 and only after spending hours researching the
> MS KB saw that by design, the files are not backwards compatable. So, as I
> only intended to use the OEM Money 2004 to work offline........my inability
> to use it is not a huge loss. You did not go into detail about whatever else
> you tried before deciding that your issues were only password related but my
> research of the MS Knowledge Base offerd several other things that might be
> the problem including installation issues.
> http://support.microsoft.com/default...b;en-us;317638
> There are more articles there too but are not as organized as other
> Microsoft products. I came across my solution by accident! My pc manufactor
> also offered me the same solution that you tried but did not know that the
> different versions of Money were not compatable. If you have any tech support
> with your pc, perhaps they can be a resource........they could not be as bad
> as mine.....I spent days trying to figure out a problem which to many would
> have been obvious......but not to me!
> Good Luck,
> Colleen
> "John" wrote:
> > I called TD Waterhouse to get my login for MS Money (separate from my online
> > account mgmt). When I go to Setup Online services for TD Waterhouse and
> > enter my login information, I immediately get a prompt requesting me to
> > change my password which never seems to work.
> > > Does anyone else have this problem, and is there a way around it?
> > > FYI - I have the OEM version of Money 2004.
> > > Thanks,

> > John

  #2  
Old 02-24-2005, 10:50 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Setup Online w/TD Waterhouse Problems

In microsoft.public.money, John wrote:

- quote -

> I called TD Waterhouse to get my login for MS Money (separate from my online
> account mgmt). When I go to Setup Online services for TD Waterhouse and
> enter my login information, I immediately get a prompt requesting me to
> change my password which never seems to work.
> Does anyone else have this problem, and is there a way around it?
> FYI - I have the OEM version of Money 2004.


To access TD Waterhouse, you do not need to have a Passport on your
account. As to why the required password change does not work for
you, I don't know.

It is possible there is some kind of setting giving you a problem.
In IE6 I would do
Tools-> Options-> Security-> LocalIntranet-> DefaultLevel

Also in IE6, Tools-> InternetOptions-> Security add
https://*.tdwaterhouse.com to your Trusted Sites list


  #1  
Old 02-24-2005, 10:05 PM
CBarnes
Guest
 
Posts: n/a
Default RE: Setup Online w/TD Waterhouse Problems

John....I also have an OEM version of Money 2004, it came with a new pc. I
also use the Money Central Portfolio which is a web based Money 2005
Portfolio. I wanted to import my data from the web or my backup CD. I had
thought that my issues with using OEM 2004 were password (I kept getting
error messages relating to my password.) related but were instead because my
web based files are Money 2005 and only after spending hours researching the
MS KB saw that by design, the files are not backwards compatable. So, as I
only intended to use the OEM Money 2004 to work offline........my inability
to use it is not a huge loss. You did not go into detail about whatever else
you tried before deciding that your issues were only password related but my
research of the MS Knowledge Base offerd several other things that might be
the problem including installation issues.
http://support.microsoft.com/default...b;en-us;317638
There are more articles there too but are not as organized as other
Microsoft products. I came across my solution by accident! My pc manufactor
also offered me the same solution that you tried but did not know that the
different versions of Money were not compatable. If you have any tech support
with your pc, perhaps they can be a resource........they could not be as bad
as mine.....I spent days trying to figure out a problem which to many would
have been obvious......but not to me!
Good Luck,
Colleen

"John" wrote:

- quote -

> I called TD Waterhouse to get my login for MS Money (separate from my online
> account mgmt). When I go to Setup Online services for TD Waterhouse and
> enter my login information, I immediately get a prompt requesting me to
> change my password which never seems to work.
> Does anyone else have this problem, and is there a way around it?
> FYI - I have the OEM version of Money 2004.
> Thanks,
> John

 
Old 02-24-2005, 09:29 PM
CBarnes
Guest
 
Posts: n/a
Default RE: Setup Online w/TD Waterhouse Problems



"John" wrote:

- quote -

> I called TD Waterhouse to get my login for MS Money (separate from my online
> account mgmt). When I go to Setup Online services for TD Waterhouse and
> enter my login information, I immediately get a prompt requesting me to
> change my password which never seems to work.
> Does anyone else have this problem, and is there a way around it?
> FYI - I have the OEM version of Money 2004.
> Thanks,
> John

  #-1  
Old 02-24-2005, 07:33 PM
John
Guest
 
Posts: n/a
Default Setup Online w/TD Waterhouse Problems

I called TD Waterhouse to get my login for MS Money (separate from my online
account mgmt). When I go to Setup Online services for TD Waterhouse and
enter my login information, I immediately get a prompt requesting me to
change my password which never seems to work.

Does anyone else have this problem, and is there a way around it?

FYI - I have the OEM version of Money 2004.

Thanks,
John
 

Tags
online, problems, setup, w or td, waterhouse
Similar Threads
Thread Forum Replies Last Post
Online Service Setup
Tom Foti: I keep getting this error message and can't seem to solve it. I'm on line...what am I missing? "To set up your accounts, you must be online....
Microsoft Money 5 05-21-2005 02:09 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 07:48 AM.