Schwab

shomu77's Avatar

shomu77

21 Mar, 2015 06:24 AM

I cannot log onto schwab anymore. its asking for broker id when i try to log in

  1. 1 Posted by Gerald Achor on 21 Mar, 2015 02:30 PM

    Gerald Achor's Avatar

    Sounds familiar, Shomu77. I have been having the identical problem with Hilliard Lyons. The solution given by the MD Staff is that a new security certificate is being run by my Institution. Talks are in progress with the development staff to add the new certificate so that I can reestablish communications with Hilliard Lyons..

    I hope that will be the case when the MD Staff communicates with you; if you can get their attention. (g) They have been very busy lately..

    Jerry

  2. 2 Posted by shomu77 on 22 Mar, 2015 02:41 AM

    shomu77's Avatar

    Thx

  3. Support Staff 3 Posted by Ian L on 23 Mar, 2015 03:40 PM

    Ian L's Avatar

    Hi shomu77,

    Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1) Select your bank account in Moneydance

    2) Select the Online->Setup Online Banking button/menu

    3) Click the "Disable" button.  If you don't see a disable button, continue to step 5.

    4) Select the Online->Setup Online Banking button/menu (again)

    5) Click the "New Connection" button and select your bank and hit OK
    
6) Continue with the setup process, entering your username/password

    7) Repeat steps 1-6 for any additional accounts

    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let me know if you continue to have connection problems after recreating your connection.

    Ian
    Infinite Kind Support

  4. 4 Posted by Gerald Achor on 23 Mar, 2015 06:03 PM

    Gerald Achor's Avatar

    Thanks, Ian, for your quick response, I am sure that shomu77 will appreciate it.

    Jerry

  5. System closed this discussion on 19 Mar, 2016 04:55 AM.

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