I changed my login ID at Schwab, but I don't seem to be able to update the Customer ID on my Schwab accounts in Quicken for Mac. Is there a way to do this?
If your Schwab account is Direct Connect (which it likely is), then you need to take a trip to your Mac's System Keychain (in Utilities) to edit the key there. Direct Connect passwords are encrypted there, and not within Quicken.
Error OL 301 with Schwab accounts (or "General
error 2000")?
Logon to your
Internet account at Schwab's website and make sure that in your profile,
Security Center, "Third Party Access" is set to
"Allow".
Wait several minutes before you try to download from Quicken again.
Quicken Mac users:
Make sure that your account is connected to Schwab using "Direct
Connect" protocol.
Comments
Direct Connect passwords are encrypted there, and not within Quicken.
Error OL 301 with Schwab accounts (or "General error 2000")?
Logon to your Internet account at Schwab's website and make sure that in your profile, Security Center, "Third Party Access" is set to "Allow".
Wait several minutes before you try to download from Quicken again.
Quicken Mac users: Make sure that your account is connected to Schwab using "Direct Connect" protocol.