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Phil Schuman
Guest
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 Posted:
Wed Nov 09, 2005 5:01 pm Post subject:
web connect vs direct connect indicator |
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Is there any way to tell in Quicken 2004 if a bank/institution has direct
connect avail
vs the web connect ?
It seems like my brokerage (Schwab, Trowe, Fidelity)
has the direct and my bank (Chase and Vanguard) has web,
but I can't see any indicator in the quicken account setup other than
"online activated".
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John Pollard
Guest
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| Posted:
Wed Nov 09, 2005 5:01 pm Post subject:
Re: web connect vs direct connect indicator |
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Phil Schuman wrote:
| Quote: | Is there any way to tell in Quicken 2004 if a bank/institution
has
direct connect avail vs the web connect ?
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Yes, the Participating Financial Institutions list.
| Quote: | It seems like my brokerage (Schwab, Trowe, Fidelity)
has the direct and my bank (Chase and Vanguard) has web,
but I can't see any indicator in the quicken account setup
other than
"online activated".
|
This sounds like a different question. If you want to know
which of your accounts has been setup for download via each
method, you can check the list of accounts in One Step Update:
those accounts have been Activated for download via direct
connect; any other Activated accounts use web-connect.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup |
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Phil Schuman
Guest
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| Posted:
Thu Nov 10, 2005 1:02 am Post subject:
Re: web connect vs direct connect indicator |
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sorry about the triple posts, my ISP's News server was flakey last night
"John Pollard" <invalid@invalid.com> wrote in message
news:gCmcf.315008$084.300977@attbi_s22...
| Quote: | Phil Schuman wrote:
Is there any way to tell in Quicken 2004 if a bank/institution
has
direct connect avail vs the web connect ?
Yes, the Participating Financial Institutions list.
thanks - just went and browsed the list in Quicken |
and noticed that Vanguard was listed as having both - Direct &
Web -
Didn't think they had "direct" -
but just un-activated & re-activated to force the new direct
connection...
| Quote: | It seems like my brokerage (Schwab, Trowe, Fidelity)
has the direct and my bank (Chase and Vanguard) has web,
but I can't see any indicator in the quicken account setup
other than
"online activated".
This sounds like a different question. If you want to know
which of your accounts has been setup for download via each
method, you can check the list of accounts in One Step Update:
those accounts have been Activated for download via direct
connect; any other Activated accounts use web-connect.
|
yeah - but I wish the Account Edit info would show that -
vs just showing Online Access -> Activated
| Quote: | --
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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