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

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:
4. Select the Online menu, and select Online Account Services Setup.
5. Select the option Create New Quicken Account and click Next.
6. 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.
7. Select Yes to connect your financial institution through Quicken.
8. Click Next.
9. Enter your Customer ID, Password, and then Reenter your Password and click Next.
10. 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.

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.

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.

Maybe a Schwab issue, maybe a Quicken issue?

Tom Young

OK, I've discovered a fix for the problem, though it still doesn't reveal the reason for the problem in the 1st place.

If I bring up the Account List and "add" a new investment account I can specify the financial institution and will be prompted for a User ID and Password, connecting this information either to a new or existing Quicken account. The process brings up the Account Setup window which looks exactly the same as the Account Setup window that pops up when trying to establish OSU for an existing account, only this Account Setup window actually works.

Tom Young

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.