Changing Customer ID

I changed my login ID at Schwab, but I don't seem to be able to update the Customer ID on my Schwab accounts in Quicken for Mac. Is there a way to do this?


  • John_in_NCJohn_in_NC SuperUser ✭✭✭✭✭
    edited December 2019
    If your Schwab account is Direct Connect (which it likely is), then you need to take a trip to your Mac's System Keychain (in Utilities) to edit the key there.
    Direct Connect passwords are encrypted there, and not within Quicken.

  • D1956D1956 Member
    Thanks John - I updated the User ID and now when I try to synchronize the accounts I get Download Error (2000) - General Error. Any thoughts?
  • UKRUKR SuperUser ✭✭✭✭✭

    Error OL 301 with Schwab accounts (or "General error 2000")?

    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.

  • D1956D1956 Member
    It seemed to fix itself overnight. All good now....
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