Can't download a Schwab account? Good news to report
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tvpluta
Member ✭✭
Was able to get 2 of the 3 accounts at Schwab to download into Quicken pretty easily. Could not see the other account as an option to download.
Good news!
Turns out this other account as not available to download because the owner was my wife (IRA). We went to her Schwab online account, turned on the 3rd party downloads from the security center tab. Was able to then add the account in Quicken and link it properly, and then download transactions. Probably need to deactivate the Quicken account first.
It downloaded some duplicate transactions, but was able to delete them easily by selecting the transaction, select edit, and delete. Need to do this individually for each transaction.
Very happy to now have the Quicken downloads working again!!!!!!!
Good news!
Turns out this other account as not available to download because the owner was my wife (IRA). We went to her Schwab online account, turned on the 3rd party downloads from the security center tab. Was able to then add the account in Quicken and link it properly, and then download transactions. Probably need to deactivate the Quicken account first.
It downloaded some duplicate transactions, but was able to delete them easily by selecting the transaction, select edit, and delete. Need to do this individually for each transaction.
Very happy to now have the Quicken downloads working again!!!!!!!
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