Downloading Schwab Retirement Plan accounts after March 1 2021

jrduwve1
jrduwve1 Member ✭✭
After March 1 2021 Quicken has stopped downloading information from my Schwab Retirement plan. It has worked for years prior to this date. I get no errors and it acts like everything is fine. All other accounts download fine. I have deactivated and reactivated the account. It is set up for Schwab Retirement Plan Services.

Thanks,
Jim

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 10
    Hello @jrduwve1,

    Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.

    To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. First, save a backup of your data file (just in case).
    Then, please follow the instructions below.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password 
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!
    -Quicken Anja
  • jrduwve1
    jrduwve1 Member ✭✭
    That didn't fix the issue. I've also deactivted and reactivated the accounts. I created a test file for the account in question and it downloaded all the data correctly back until 2019.
  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 11
    Thank you for the additional information.

    When you deactivated/reactivated; did you reactivate through Add Account or through Set Up Now (found in the Online Services tab)? If you have only tried reactivating through Set Up Now, then I suggest that you please try deactivating the account(s) experiencing this issue again and then reactivating through Add Account (not through Set Up Now).

    Please, follow the steps found in this support article to deactivate. Once deactivated, to reactivate through Add Account, navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect. Once your account(s) have been found, be sure to link them to the existing account(s) you have already set up in Quicken.

    Let us know how it goes!
    -Quicken Anja
  • jrduwve1
    jrduwve1 Member ✭✭
    I tried those steps and it reactivates the account, says it downloaded transactions from the last 3052 days, but all transactions since March 2, 2021 are still missing.

    Jim
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    What Q product are you running, what BUILD of that product and what's your "Membership Valid Thru" date.  You can find this info in your desktop product by doing HELP, About Quicken in QWin, or Quicken, About Quicken in QMac.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • jrduwve1
    jrduwve1 Member ✭✭
    Ver 32.12 Build 27.1.32.12 Feb 8 2022
  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 13
    @jrduwve1 Thank you for trying the troubleshooting instructions previously provided and for providing us with an update.

    At this point, I recommend that you reach out to Quicken Support directly instead, for more extensive troubleshooting and possible escalation if they see fit.

    Please, click here to review Quicken Support's hours of operation.
    -Quicken Anja
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