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Setup Online w/TD Waterhouse Problems
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John
Feb 24, 2005, 3:33:03 PM2/24/05
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I called TD Waterhouse to get my login for MS Money (separate from my online
account mgmt). When I go to Setup Online services for TD Waterhouse and
enter my login information, I immediately get a prompt requesting me to
change my password which never seems to work.
account mgmt). When I go to Setup Online services for TD Waterhouse and
enter my login information, I immediately get a prompt requesting me to
change my password which never seems to work.
Does anyone else have this problem, and is there a way around it?
FYI - I have the OEM version of Money 2004.
Thanks,
John
CBarnes
Feb 24, 2005, 5:29:07 PM2/24/05
to
CBarnes
Feb 24, 2005, 6:05:02 PM2/24/05
to
John....I also have an OEM version of Money 2004, it came with a new pc. I
also use the Money Central Portfolio which is a web based Money 2005
Portfolio. I wanted to import my data from the web or my backup CD. I had
thought that my issues with using OEM 2004 were password (I kept getting
error messages relating to my password.) related but were instead because my
web based files are Money 2005 and only after spending hours researching the
MS KB saw that by design, the files are not backwards compatable. So, as I
only intended to use the OEM Money 2004 to work offline........my inability
to use it is not a huge loss. You did not go into detail about whatever else
you tried before deciding that your issues were only password related but my
research of the MS Knowledge Base offerd several other things that might be
the problem including installation issues.
http://support.microsoft.com/default.aspx?scid=kb;en-us;317638
There are more articles there too but are not as organized as other
Microsoft products. I came across my solution by accident! My pc manufactor
also offered me the same solution that you tried but did not know that the
different versions of Money were not compatable. If you have any tech support
with your pc, perhaps they can be a resource........they could not be as bad
as mine.....I spent days trying to figure out a problem which to many would
have been obvious......but not to me!
Good Luck,
Colleen
also use the Money Central Portfolio which is a web based Money 2005
Portfolio. I wanted to import my data from the web or my backup CD. I had
thought that my issues with using OEM 2004 were password (I kept getting
error messages relating to my password.) related but were instead because my
web based files are Money 2005 and only after spending hours researching the
MS KB saw that by design, the files are not backwards compatable. So, as I
only intended to use the OEM Money 2004 to work offline........my inability
to use it is not a huge loss. You did not go into detail about whatever else
you tried before deciding that your issues were only password related but my
research of the MS Knowledge Base offerd several other things that might be
the problem including installation issues.
http://support.microsoft.com/default.aspx?scid=kb;en-us;317638
There are more articles there too but are not as organized as other
Microsoft products. I came across my solution by accident! My pc manufactor
also offered me the same solution that you tried but did not know that the
different versions of Money were not compatable. If you have any tech support
with your pc, perhaps they can be a resource........they could not be as bad
as mine.....I spent days trying to figure out a problem which to many would
have been obvious......but not to me!
Good Luck,
Colleen
Cal Learner-- MVP
Feb 24, 2005, 6:50:14 PM2/24/05
to
In microsoft.public.money, John wrote:
To access TD Waterhouse, you do not need to have a Passport on your
account. As to why the required password change does not work for
you, I don't know.
It is possible there is some kind of setting giving you a problem.
In IE6 I would do
Tools->Options->Security->LocalIntranet->DefaultLevel
Also in IE6, Tools->InternetOptions->Security add
https://*.tdwaterhouse.com to your Trusted Sites list
MBel
Mar 30, 2005, 1:01:02 PM3/30/05
to
John - I am having the exact same problem with my Waterhouse account. I also
have OEM version of Money 2004. It keeps telling me to change my password.
I call Waterhouse. they gave me a new ID AND password that they state is
required to download into Money. So I have tried everything: My original
Waterhouse account number and password - I get the error. Then I entered the
ID and password that they gave me to use - I still get the error. I'm
getting frustrated. I see Colleen's comments below, but I have no Money 2005
involved and am still having the problems. Have you found a solution? If
so, please share it.
have OEM version of Money 2004. It keeps telling me to change my password.
I call Waterhouse. they gave me a new ID AND password that they state is
required to download into Money. So I have tried everything: My original
Waterhouse account number and password - I get the error. Then I entered the
ID and password that they gave me to use - I still get the error. I'm
getting frustrated. I see Colleen's comments below, but I have no Money 2005
involved and am still having the problems. Have you found a solution? If
so, please share it.
Thank you,
- Michael
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