Unable to download from Schwab

gershbec

For the last week I have been unable to download any transaction from my multiple Schwab accounts. I get a download error (500). HTTP-500 Error.

Typically with this type of thing I will give it a few days to correct itself (hasn't happened) before I go in and try to change the account setup. When I went in to change the account set up it said that it was unable to communicate with Schwab.

Ideas?

gershbec

Thanks - I was able to figure this out. Looks like Schwab must have changed their security so that I need to disable my VPN to get downloads.

UKR

Please verify:

Logon to your Internet account at Schwab's website and make sure that in your profile, Security Center, "Third Party Access" is set to "Allow".
Wait several minutes before you try to download from Quicken again.

Quicken Mac users: Make sure that your account is connected to Schwab using "Direct Connect" protocol.

Of course, all this assumes that you are using a supported version of Quicken 2017 or newer.

gershbec

Thanks. I am on Quicken 2019 for Mac.

Third Party Access is set to Allow. I resaved it that way but still doesn't work.

Direct Connect is set up. Just for kicks, I tried to Change Connection Type and after I put in a login and password I received an error screen that says Oops, We're Having a Problem - Quicken Cannot Communicate With Charles Schwab and Co., Inc.

Any other ideas?

UKR

If you haven't done so already, I'd say it's time to call Quicken Support on the phone and request help.  Let them do a screen share session with you to review a download log file on your computer, to determine the nature of the problem and to figure out how to fix it.

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gershbec

Thanks - I was able to figure this out. Looks like Schwab must have changed their security so that I need to disable my VPN to get downloads.