[moneydance] Smith Barney online connection

XXXXXXX private at private.com
Wed May 3 15:00:03 EDT 2006


Hello,

I've read previous messages about people trying to connect to Smith 
Barney, and there are also lots of posts on the user forum (none 
successful), but I just thought I'd check once more to see if I should 
abandon hope of downloading my Smith Barney transactions.

I have an FMA account (kind of like a checking account) and I am able 
to use direct connect with Microsoft Money. I'm running build 526 on 
OSX 10.3.9. When I try to set up my Smith Barney account for online 
updates, I have a choice of "Smith Barney - Investments" or "Salomon 
Smith Barney". Selecting Salomon Smith Barney prompts me to change my 
password (I find this unnerving) and then it tells me my password is 
incorrect. (It isn't.) When I try to use Smith Barney - Investments, 
I'm prompted for my checking account number, routing number, password, 
etc. but when I click "Next" nothing happens. It just sits there doing 
nothing. The program doesn't lock up, but it just won't continue and I 
don't get any kind of error message.

Is there anything else I can try? I'm paying Smith Barney $3 a month 
for the "privelege" of direct connection, so if this is never going to 
work, I need to know so I can cancel that option.

Thanks,

XXXXXXX



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