Brokerage Account Online Update

I have TD Waterhouse Accounts that are now available for online updates but whenever I go to edit the online access in that account it wants me to set up a new account.

Answers

  • GeoffGGeoffG SuperUser
    When you are presented with the setup screen, you should see add account.  There should be a dropdown next to add that allows add/ignore/use existing.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Home version 1809
  • Nope. Go to online Service Tab,  select  setup now ,  Select Brokerage TD waterhouse Canada, Then it goes to the screen to assign accout/nickname and what currency.  No drop downthat allows add/ignore/use existing.
  • GeoffGGeoffG SuperUser
    Canadian version of Q? if so we will need to get this post moved to the right area.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Home version 1809
  • yes sorry I thought I started it on the cdn site.
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