"Update in Progress" for 2 weeks now, 8 different brokerage accts

I have not been able to update ANY of my 8 different brokerage accts with 3
different investment companies (Schwab, Morgan Stanley and TD Ameritrade)
since 4/28. They all say "update in progress" at the Account list screen.

When I click on "Read Call Summary Messages" and go to "Review Update
Results" (Funny how the thing you click on doesn't have the same title as the
screen it takes you to . . .) for each of these brokerages (Schwab, Morgan
Stanley, & TD Ameritrade) it says:
"Your last call was completed on 4/28/2008 at 7:35 PM
"Your account information is being updated, which may take a few minutes. If
this message appears for moe than five minutes, try again."

Well, the message has been appearing a lot longer than five minutes, and
trying again has NOT solved the problem. Since it occurred simultaneously
with these 3 companies, the problem seems to be with Money, not the brokerage
houses.

I reviewed messages on similar problems from Feb. and March but either it
was just for one financial institution (e.g. Wachovia,) or the problem solved
itself in a day or 2, or the 'solution' someone proposed made no sense, as in
they say 'click on this' without ever explaining at which screen 'this' is.

2 weeks is a bit long. Suggestions?

Thanks.

angelag
Sat May 10 13:01:00 CDT 2008

After several false starts, repairing the file *seems* to have solved the
problem. Even tho repairing didn't work the first couple times, now that it
has, it seemes easier than the changing accounts and other suggestions folks
gave for similar problems in Feb and March.

"angela g" wrote:

> I have not been able to update ANY of my 8 different brokerage accts with 3
> different investment companies (Schwab, Morgan Stanley and TD Ameritrade)
> since 4/28. They all say "update in progress" at the Account list screen.
>
> When I click on "Read Call Summary Messages" and go to "Review Update
> Results" (Funny how the thing you click on doesn't have the same title as the
> screen it takes you to . . .) for each of these brokerages (Schwab, Morgan
> Stanley, & TD Ameritrade) it says:
> "Your last call was completed on 4/28/2008 at 7:35 PM
> "Your account information is being updated, which may take a few minutes. If
> this message appears for moe than five minutes, try again."
>
> Well, the message has been appearing a lot longer than five minutes, and
> trying again has NOT solved the problem. Since it occurred simultaneously
> with these 3 companies, the problem seems to be with Money, not the brokerage
> houses.
>
> I reviewed messages on similar problems from Feb. and March but either it
> was just for one financial institution (e.g. Wachovia,) or the problem solved
> itself in a day or 2, or the 'solution' someone proposed made no sense, as in
> they say 'click on this' without ever explaining at which screen 'this' is.
>
> 2 weeks is a bit long. Suggestions?
>
> Thanks.
>

Cal
Sat May 10 13:02:08 CDT 2008

In microsoft.public.money, angela g wrote:

>I have not been able to update ANY of my 8 different brokerage accts with 3
>different investment companies (Schwab, Morgan Stanley and TD Ameritrade)
>since 4/28. They all say "update in progress" at the Account list screen.
>
>When I click on "Read Call Summary Messages" and go to "Review Update
>Results" (Funny how the thing you click on doesn't have the same title as the
>screen it takes you to . . .) for each of these brokerages (Schwab, Morgan
>Stanley, & TD Ameritrade) it says:
>"Your last call was completed on 4/28/2008 at 7:35 PM
>"Your account information is being updated, which may take a few minutes. If
>this message appears for moe than five minutes, try again."
>
>Well, the message has been appearing a lot longer than five minutes, and
>trying again has NOT solved the problem. Since it occurred simultaneously
>with these 3 companies, the problem seems to be with Money, not the brokerage
>houses.
>
>I reviewed messages on similar problems from Feb. and March but either it
>was just for one financial institution (e.g. Wachovia,) or the problem solved
>itself in a day or 2, or the 'solution' someone proposed made no sense, as in
>they say 'click on this' without ever explaining at which screen 'this' is.

I don't see a previous posting here by "angela g" this year. Three
questions:

When you do Help->About, what does it say your version is?

Are you using XP or Vista?

Are you using a software firewall such as Norton?

angelag
Sat May 10 15:55:27 CDT 2008

Not sure why you thought this was other than my first post on the subject.
It's the first.

Sorry I didn't say in first msg., I'm using XP, fortunately missing the
Vista agonies of some of my colleagues.
Money 07 "Deluxe" (ha)
Problem began when I'd made no changes in my McAffee firewall and got same
results whether I turned it off or left it on.


"Cal Learner-- MVP" wrote:

> In microsoft.public.money, angela g wrote:
>
> >I have not been able to update ANY of my 8 different brokerage accts with 3
> >different investment companies (Schwab, Morgan Stanley and TD Ameritrade)
> >since 4/28. They all say "update in progress" at the Account list screen.
> >
> >When I click on "Read Call Summary Messages" and go to "Review Update
> >Results" (Funny how the thing you click on doesn't have the same title as the
> >screen it takes you to . . .) for each of these brokerages (Schwab, Morgan
> >Stanley, & TD Ameritrade) it says:
> >"Your last call was completed on 4/28/2008 at 7:35 PM
> >"Your account information is being updated, which may take a few minutes. If
> >this message appears for moe than five minutes, try again."
> >
> >Well, the message has been appearing a lot longer than five minutes, and
> >trying again has NOT solved the problem. Since it occurred simultaneously
> >with these 3 companies, the problem seems to be with Money, not the brokerage
> >houses.
> >
> >I reviewed messages on similar problems from Feb. and March but either it
> >was just for one financial institution (e.g. Wachovia,) or the problem solved
> >itself in a day or 2, or the 'solution' someone proposed made no sense, as in
> >they say 'click on this' without ever explaining at which screen 'this' is.
>
> I don't see a previous posting here by "angela g" this year. Three
> questions:
>
> When you do Help->About, what does it say your version is?
>
> Are you using XP or Vista?
>
> Are you using a software firewall such as Norton?
>

Cal
Sat May 10 16:53:33 CDT 2008

In microsoft.public.money, angela g wrote:

>Not sure why you thought this was other than my first post on the subject.
>It's the first.

I was trying to locate the "they say 'click on this' without ever
explaining at which screen 'this' is." post(s). I now see that
statement was not referencing a thread you were part of.

>
>Sorry I didn't say in first msg., I'm using XP, fortunately missing the
>Vista agonies of some of my colleagues.
>Money 07 "Deluxe" (ha)
>Problem began when I'd made no changes in my McAffee firewall and got same
>results whether I turned it off or left it on.

Make an extra copy or backup of your file in case you want to undo
something.

Try the actions in
http://support.microsoft.com/kb/829143 statement from your
financial institution into Money


You could log in with your Live ID at
https://moneycentral.msn.com/banking/accounts/manage.aspx to see if
third party connection has been happening.


This dates from way before your problem started, but
http://www.microsoft.com/Money/OnlineServices/Update_Instructions/default.mspx
might have a technique you could try on one or more of your
accounts.