Will I need to manually log on to Schwab every time from now on?

rhayward64

Greetings:

I am on Mac Subscription 6.4.4 and was prompted to log on to Schwab and connect my accounts for the transition. 2 days later when I went to sync, I was prompted to log on to Schwab and connect my accounts for the transition. 2 days later when I went to sync, I was prompted to log on to Schwab and connect my accounts for the transition. (And so on).

Once the kinks are all worked out and "the transition is complete," will I still need to manually log on every time during the connect? Is this a decision on Quicken's side, or is this a policy of Charles Schwab?

Thanks much,
Roger

Quicken Sarah

Hello @rhayward64

Thank you for taking the time to share your question with the community, although I apologize that you have not yet received a response.

Our teams have been investigating the authorization 'loop' and identified two scenarios in which this behavior would occur.

If you haven't already, please view the information available here, and let us know if you have multiple data files or if you were able to locate an older, hidden or closed account(s) that needed to be disabled from downloads.

Thank you,

Sarah