Schwab Investment Transaction Downloads

Hi, is anyone having an issue with downloading investment activity into Quicken accounts? Our sync was good through 12/30/20. Some investment activity from 12/31/20, mainly advisory fees, will not load into Quicken.


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @tvpluta,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this. 

    First, could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    Also, did you receive any error code(s) and/or message(s) that you could provide us with when attempting to download transactions?

    Please, check back and let us know.

    -Quicken Anja
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  • tvpluta
    tvpluta Member ✭✭
    Hi, thanks for reaching out. Version is R30.19. Have not received any error codes, the one step update process completes, the only transactions not updating in Quicken are the Q4 advisory fees. Thanks.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @tvpluta

    Thank you for the response and the additional details.

    If you are still needing assistance with missing transactions, please take a moment to review the steps and information provided here.

    If the trouble persists and this is an ongoing issue, which it sounds as though it is, please contact support directly for advanced troubleshooting and possible escalation.

    Quicken Care has the ability to review the log files to determine the next best step and provide a solution.

    Thank you,

    -Quicken Tyka

This discussion has been closed.