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  #3  
Old 02-03-2007, 03:05 PM
vhousad
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Default Re: Investement Account No Longer Downloads

Thanks! This seemed to do the trick. I cancelled online services with
Schwab and then re-activated. This brought down all accounts, albeit in
duplicate - a quick merge of the redundant accounts leaves me with all of my
history and online updates working for all.
  #2  
Old 02-02-2007, 10:44 PM
Cal Learner-- MVP
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Default Re: Investement Account No Longer Downloads

In microsoft.public.money, vhousad wrote:

- quote -

> Yes - my broker is Schwab which definitely has access. ALL of the accounts
> with this broker used to download without issue, but something became
> corrupted and one of the five no longer gets updated.


I would File-> New-> NewFile a Money file with a new name such as
test1.mny. During setup, select Decline-- you will not need a
Passport or password on the Money file. Then set up just Schwab. See
if the accounts all read in, or just the four that work now. If it
is only those 4, there is probably something in the setup at Schwab.
If all 5, I would consider setting Schwab up for online access in
your real file again. Keep an extra copy/backup in case you want to
undo something.
  #1  
Old 02-02-2007, 09:56 PM
vhousad
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Default Re: Investement Account No Longer Downloads

Yes - my broker is Schwab which definitely has access. ALL of the accounts
with this broker used to download without issue, but something became
corrupted and one of the five no longer gets updated.
 
Old 02-02-2007, 09:45 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Investement Account No Longer Downloads

In microsoft.public.money, vhousad wrote:

- quote -

> I hold several investment accounts with my broker and until recently have not
> had any issues with automatic updates of the accounts using Money 2005.
> Something has happened where one of the five accounts with this institution
> no longer receives updates - the others still download activity as expected,
> except for this one.
> I first contacted my broker to see if this was an issue on their side (i.e.
> - account was changed to not provide auto updates), although this is not the
> case.


Does this broker provide direct OFX access? See
http://www.microsoft.com/money/banko...BrokeragesOnly
for the absence of the phrase "third party".

- quote -

> When I look at the global account view in Money, I can see the lighning bolt
> update icon next to each of the other accounts, although it is not there for
> the one that is the issue.


See AccountList-> ManageOnlineServices. Click the account, and see
what is offered.

- quote -

> I have logged into the web MSN client and all of the accounts for the
> institution update properly (including the culprit) - it's just on my local
> Money client installation that this seems to be the issue. I cannot find
> anywhere in the program where I would even have the option to deselect a
> single account with an institution from receiving updates.


It is possible that somebody has experience with your broker....
  #-1  
Old 02-02-2007, 09:31 PM
vhousad
Guest
 
Posts: n/a
Default Investement Account No Longer Downloads

I hold several investment accounts with my broker and until recently have not
had any issues with automatic updates of the accounts using Money 2005.
Something has happened where one of the five accounts with this institution
no longer receives updates - the others still download activity as expected,
except for this one.

I first contacted my broker to see if this was an issue on their side (i.e.
- account was changed to not provide auto updates), although this is not the
case.

When I look at the global account view in Money, I can see the lighning bolt
update icon next to each of the other accounts, although it is not there for
the one that is the issue.

I have logged into the web MSN client and all of the accounts for the
institution update properly (including the culprit) - it's just on my local
Money client installation that this seems to be the issue. I cannot find
anywhere in the program where I would even have the option to deselect a
single account with an institution from receiving updates.

Any assistance would be much appreciated!
 

Tags
account, downloads, investement, longer
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