Not downloading Charles Schwab accounts

vbot

Hi,

I was trying to connect Quicken to Charles Schwab banking. I have 3 accounts opened there. However, only the brokerage account was downloaded successfully, the other 2 accounts were not showing up at all and there was no error message. Accounts that were not synced are Equity Awards account and a personal checking account.

How can I have all three accounts showing up in Quicken Windows?

Sherlock

The brokerage account should be at: Charles Schwab & Co., Inc.


The banking accounts could be available at:

Charles Schwab Bank - Investor C
Charles Schwab Bank -Web Connect
Charles Schwab Bank Mortgage
Charles Schwab Bank, N.A.

401(k) accounts may be available at:

Schwab Retirement Plan Services
Schwab Retirement Technologies