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Not downloading Charles Schwab accounts

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?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    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

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