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Unable to set up an Osaic eQuipt acct

gutsurg

I am ttrying to add an Osaic eQuipt broker account to quicken classic windows. In doing so I get the error along the line of - unable to do so because my quicken login/password is the same as my Osaic login/password. However that is not the case - the paswords are different. thnx

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Quicken Jasmine

Hello @gutsurg,

If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed.

Thanks!

gutsurg

thnx. I’ll get it next week. Away now.

gutsurg

Here you go — thnx

gutsurg

I'm thinking now that the account link is wrong - My account is Osaic equipt without the pershing tag….