Schwab Transaction Download Errors
Began having errors after Schwab revised their security protocol around 11-15-21. Spent an hour with a Schwab tech and then spent an hour with a Quicken tech yesterday, Shared my screen with both techs. Still, none of my four Schwab accounts are downloading correctly. Been a Quicken user since 1995. This has always been a pain, but trying to download from Schwab results in transactions going back to 2019, about 215 transactions that must be deleted one at a time. There is no option to hold the shift key and delete multiple transactions. There is also no option to request transactions only occurring since 11-15-21, which is seems Quicken should be able to do. You can export from Schwab, but not in Quicken format. Really a pain. I suppose I will have to stop updating all of my accounts automatically and just do manual downloads for each account.