UPDATED 12/1/21 Feature Is Temporarily Unavailable - When Signing In To Schwab.com

If you are seeing this error please confirm the following:


  1. No accounts listed have "zzz-Charles Schwab" connections in the account list. Check hidden accounts also. -IF they do, deactivate (and/or remove FI details from Account Details > general tab -on windows)
  2. Do you have pop-up blockers? - IF so, turn them off for Schwab.com 

Try and add account(s) once again.

It Shows Charles Schwab block.


If this does not work, and no pop-up blockers, follow the next steps below.

Click on the SchwabSafe (lock Icon).


This will prompt a sign-in and MFA code (see screenshots), this window should pop up within this window, if a browser opens, close and try again.



Once credentials have been entered and logged in successfully, try to add the account(s) in Quicken once again.

If you still do not get a resolution on this, please contact Quicken Support, as an escalation may be needed.

Thank you!

(Ticket #9014690)



Quicken Alyssa


Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    UPDATE 12/1/21

    If the instructions provided above do not resolve the issue, then please follow the instructions below:

    Click on the SchwabSafe (lock Icon)


    This will prompt a sign-in and MFA code (see screenshots), this window should pop up within this window. If a browser opens, close and try again.


    Once the credentials have been entered and log-in is successful, try to add accounts in Quicken once again.

    If this still does not achieve a resolution, then please contact Quicken Support for further assistance as an escalation may be necessary.

    Thank you!

    -Quicken Anja