Hi, I just bought Quicken 2010 and imported from MS Money. It won't let me setup some of my online updates. It keeps say it's wrong login, except Vanguard which doesn't even show up as a choice. Using same login as for Money. Also, logged into each website to test.
Help, Joe =======I can't set-up: Fidelity (401k) E*Trade Vanguard [won't even show up as a choice]
I can set-up: TRowePrice American Express Discover
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T
TomYoung
Maybe has something to do with what I noticed in my post "The only available FI's when setting up new accounts are now banks? "
Tom Young
O
Oilcan
Etrade is listed as Quicken Etrade. I don't know why, it has always been this way for me.
Oilcan
-----Original Message----- From: Pungh0li0 [mailto: snipped-for-privacy@gmail.com] Posted At: Sunday, February 28, 2010 11:41 AM Posted To: alt.comp.software.financial.quicken Conversation: Cannot Setup Downloads Subject: Cannot Setup Downloads
Hi, I just bought Quicken 2010 and imported from MS Money. It won't let me setup some of my online updates. It keeps say it's wrong login, except Vanguard which doesn't even show up as a choice. Using same login as for Money. Also, logged into each website to test.
Help, Joe =======I can't set-up: Fidelity (401k) E*Trade Vanguard [won't even show up as a choice]
I can set-up: TRowePrice American Express Discover
B
Bob Wang
Is your Fidelity (401k) at Fidelity Investments or Fidelity NetBenefits?
A
Art McClinton
I am also a convert from Money. I did not find any difficulties with either my Fidelity brokerage accounts or my Netbenefits accounts. I did have difficulties with a Bank savings account and in my searching found the following in Quicken Help:
Access the Quicken online banking log files To assist with troubleshooting online banking issues, Quicken keeps two separate log files of your online activity. You'll find information about your most recent online activity at the bottom of the files. The two primary log files are:
Connlog - Contains a history of the connections you make to servers. OFX log - Contains more detailed information than Connlog, including the transactions and account information you download into Quicken.
Conlog Select Help menu > Product and Customer Support, then click the Connlog link in the Troubleshooting section. The file will open in Notepad. If you want to save a copy of the file, select File > Save As and select a name and location for the file.
OFX log Select Help menu > Product and Customer Support and then click the OFX Log link in the Troubleshooting section. Click the Save As button to save the OFX log as a text file.
This allowed me to resolve the problem I was experiencing. Perhaps this will help you.
Art McClinton
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Pungh0li0
It's NetBenefits. It appears to be trying to login to Fidelity Investments. How do I change it?
If I select "Add Account" I see NetBenefits & Vanguard. They do not show up for my existing accounts.
Thanks, Joe
P
Pungh0li0
Ok, I figured it out. I had to "Create New Account" and then tell Quicken it already exists. Still learning.
Thanks, Joe
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