Only one User ID and Password allowed per FI for OSU in Quicken?

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: snipped-for-privacy@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

TomYoung wrote in news:5e6d55a0-a1c3-40d4-8007- snipped-for-privacy@m17g2000prl.googlegroups.com:

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.

We have our accounts at Schwab-my husband and I each have our own ID/password to access our accounts. Our daughter's accounts are tied to my account. I had no problem setting up all of our accounts in OSU. We don't have a joint account so I am wondering if the joint account is confusing Quicken when you setup the OSU.

I wonder what would happen if you deactivated online access for the joint account and then try adding your accounts to OSU.

Otherwise my suggestion would be to call Schwab and see what they think.