Trying to Add Schwab accounts - error

Question

Trying to add my Schwab accounts for the first time. I go through set up, enter password and username, Quicken must be connecting because it lists all my accounts from Schwab with opportunity to change type and rename. After this step I get an error.  Quicken adds the accounts to the side Nav, but I get no account info and errors trying to download.  I confirmed on Schwab website my account does allow OFX.

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UKR · Answer

Just for the record ... I found this note about Schwab accounts
Maybe this will help solve your problem

Quicken_Tyka · Answer

Hello @ekaxel

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

If you are still needing assistance with this issue, I would next create a test file and try to add the Schwab account and see if you experience the crashing in a new file.

To create a test file, navigate to File > New and start from scratch.

Please let us know how it goes!

-Quicken Tyka

ekaxel · Answer

Did that. no go. Add account search stops on a blank screen. Hit connect again, goes one step further. does not get to accounts, then crashes