Cant load a client in AO - Configuration
I am having trouble loading a clients data file into AO. I click 'Edit configuration details' select the product (online version), find the client, enter user name, password, etc and I get the error Error retrieving account in CA ... as per screen shot. I have tried various user names/password options, ie Administrator, my user name, password, no password... I have full advisor + administrator access in the data file. This client has two data files that I have issues with. (AccountRight - current desktop version) I tried adding another new business client to AO, no issues, connected immediately.
