Cannot log in to Schwab account - error 2000

kwbear's Avatar

kwbear

09 May, 2018 11:24 PM

I recently changed my Schwab password. Now I am unable to log in to my account. I perform the MD setup procedure and arrive at the final page that does display by correct bank account number with the button "Finish" at the lower right. I click it and am presented with my Schwab Register. I then attempt to download transactions and receive the 2000 error code. Immediately following that, I go to the Schwab web page and log in successfully. I do not attempt to log into my Schwab account in Moneydance more than once because doing so will lock my Schwab access. I know, because I've done that twice now!
Configuration: Moneydance 2017.7.1(1671), Mac OS10.12.6.

Can anyone suggest a solution?

  1. Support Staff 1 Posted by Ian O on 10 May, 2018 10:00 AM

    Ian O's Avatar

    Hi,

    Could you try clearing your online credentials? You can do this by selecting the Online --> "Forget Online Passwords" menu option. This will remove all of the saved credentials form your file for all accounts, so be sure you have that information handy! Next, check your account settings for each account to make sure that the account and routing numbers are entered correctly. Finally, set up your connections again.

    Please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by kwbear on 11 May, 2018 04:03 PM

    kwbear's Avatar

    Ian O:

    Thank you! I thought one could correct the issue but clicking on "Set Up Online Banking". Nope! One has to do as you suggest and first "Forget Online Passwords". That fixed the problem.

  3. Support Staff 3 Posted by Ian O on 14 May, 2018 06:29 AM

    Ian O's Avatar

    No problem, glad to hear everything is working! I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

    Ian O
    Infinite Kind Support

  4. Ian O closed this discussion on 14 May, 2018 06:29 AM.

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