Since this summer, my Quicken 2020 for Windows won't sync with my Schwab accounts

I have Quicken 2020 for Windows R23.17, Build

I have been syncing my Schwab brokerage accounts for years. Suddenly, a few months ago I got an error message each time. I checked Schwab and 3rd party access is enabled. I called Quicken and was told it was a Schwab problem. I called Schwab and got escalated through 3 people with no resolution.

I made a test file and the same thing happened.

When I disconnected the accounts in Quicken from Web Connect and then attempt to reconnect, it finds my accounts correctly in Schwab but then crashes when it tries to load/link.

Please advise.

Best Answer


  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    Hello @CHS138

    Thank you for taking the time to share the details of this issue with the Community, although I apologize that you have not yet received a response.

    If you haven't already, I would recommend reviewing the information and steps available here.

    If the error persists after following those steps, please let us know what the error being received is.

    Thank you,

  • CHS138
    CHS138 Member
    I already did that several times.

    Here is the error: OL-209-B

This discussion has been closed.