Has anyone successfully connected a Schwab Retirement Account to quicken?

Has anyone successfully connected a Schwab Retirement Account to quicken? I recently started a new 401K through my employer and can't seem to get the Direct Connect to work (ie log-in and find my account)

Answers

  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @johngrundy

    Thank you for taking the time to visit the Community to report this issue although, I apologize that you have not received a response.

    What is the exact error message that you receive when you try to connect? In Quicken the Schwab Retirement URL is www.schwabplan.com. Are you able to sign into this website?

    Please let me know so we can continue troubleshooting this issue to find a resolution.

    Thank you,
    -Quicken Tyka

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