Charles Schwab Download Transaction Changes, Update and Known Issues

Quicken Chris
Quicken Chris Administrator, Employee, Windows Beta, Mac Beta Beta

In our ongoing effort to improve the security of your information, we are changing the way you access and download your Charles Schwab account information into Quicken.

We switched over fully to the new download system on Friday, November 19.  Most of our customers have been able to migrate successfully using the automated reauthorization flow.   However, we have identified a few migration-related issues in Quicken for Windows (see below) that are affecting some of our customers. For a summary of all known issues including a few that we have already fixed, please see our new FAQ below:

For updates on when any remaining issues are resolved, please click the Bookmark icon on the upper right to be notified of updates to this thread.