anyone using "Charles Schwab Bank - Investor C"?

Only way I can get the "new" Schwab server to recognize my Quicken for Windows accounts is if I use "Charles Schwab Bank - Investor C" instead of the default Charles Schwab and Co. But, while this server only updates Checking and Savings accounts -- it doesn't update transactions in investment accounts. Anyone else seeing this?


  • redexces
    redexces Member ✭✭
    Yes, I posted this yesterday:

    All brokerage accounts were listed in 'Investor C' and connected via Express Web Connect+ but transactions do not update after the initial sync up.
  • dwatsonpt
    dwatsonpt Member ✭✭
    I tried all the suggestions, to no avail. But, this last time, I opened the Account List from the Tools. Then I clicked on the activate downloads from the Transaction Downloads column. And it worked. I no longer got the endless loop. All but one of my accounts were updated. Now I just have to weed through the list, delete them before I accept any new transactions. Getting there, but it has not been fun.
  • MichaelG
    MichaelG Member ✭✭
    I don't see the "activate downloads" option. All I see is Edit Account, Go to Account, and a grayed our Activate Bill Pay
  • Samuel
    Samuel Member ✭✭
    I was able to use "Charles Schwab Banking - Investor C" as the Financial Institution for the Schwab Bank account, and that seems to work, including downloading new transactions. Plus, I did not get any duplicate transactions in this account - probably because nothing really changed underneath.
  • fp
    fp Member ✭✭✭
    I too go it to work with "Investor C"
    I confirmed with Schwab that this is a legitimate Schwab web site.

    I am on the phone with Schwab technical support who promises me they can fix it
  • fp
    fp Member ✭✭✭
    Investor C worked for all of my brokerage accounts today. Will see if it works tomorrow.

    I was able to contact higher level Schwab support through my broker. He walked me through these same steps, but cannot explain why "Investor-C" is working and Schwab&co is not. He thinks it may eventually re cycle to Schwab&co, but was surprised it was not instantaneous

    I used the following steps ( similar to above) .

    Go to Tools> online with a Schwab account open in transactions.

    Hold down "ctrl shift" and click on "contact information"

    New box should appear

    "refresh Online Transaction Information"

    Click "Financial Institution Branding" and Download F1 list"

    Click "refresh"

    Then "Update/Send"

    I will try to deactivate the account and reactivate it tomorrow if the next days update transactions does not work
  • MichaelG
    MichaelG Member ✭✭
    The steps outlined above work initially -- establishing/verifying securities in the account. But subsequent updates do nothing. Even though the investment accounts seem to be updating, they aren't. OSU report doesn't include them. And today's update didn't change the situation.
  • Samuel
    Samuel Member ✭✭
    In addition to my own Schwab brokerage accounts, I am also downloading my wife's Schwab brokerage account, for which she has a different username and login. Since I am registered in Schwab as having Limited Power of Attorney on my wife's account, Schwab lists her account in my own Summary on the Schwab website. Prior to the recent "upgrade", I was able download transactions for her account along with my accounts. But that no longer seems to be supported. I had to set up online access for her account with its own separate Schwab login, but having succeeded in that, I get CC-501 errors connecting to that account.
  • fp
    fp Member ✭✭✭

    I got Ivestor C to work this AM but only as a Bank, not an investment account

    See my other posts on "Solution to Schwab". and "Schwab Transaction errors" where I posted a summary so far

    I reached a knowledgeable guy in tech at Schwab who says they started transitioning to this new bank type authorization last month, because it is more secure and does not share our passwords with Quicken. That is when the "zz" started showing up.

    He admits Quicken has yet to fix it.

    Yesterday, with his help I was able to download my transactions using "Schwab Bank Investor-C" one of the options that pops up it you type "schwab" into the search bar at "Add an account". Others have used this successfully here on the boards.

    This morning I am still able to download transactions , but only from Investor C, per above and all as bank account transactions. I am able to edit them to "sales" and reinvestments

    Deactivating the account and using Schwab & Co to log in gives me the CC-501 error message, where all this started.

    So nothing has really changed, other than I have accurate balances in my accounts and can edit transactions by hand.

    I will touch base with schwab and when I have the entire day to spend will try Quicken support
  • MichaelG
    MichaelG Member ✭✭
    Quicken Sarah's instructions -- just posted on this issue -- did make a difference. New investment transactions are NOT downloaded, but they now cause a "securities comparison mismatch" which wasn't there before. And, given that "reconcile shares" has disappeared from the menu, there's no way to recreate the "securities comparison mismatch" warning.