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Current version R36.45 - Schwab release notes -

Ps56k2

Since I don't see any Announcement up top

about the current version R36.xx or the hotfixes from R37.xx -

guessing the latest currently avail public version
as listed on the Support website is R36.45 - of course it's a little hard to read since the Support website is horrible for searching or reading - with the top banner frozen in place...

R36.45 - What's Fixed

Issues with deactivating investment accounts that are connected through Direct Connect.
Connection issue with Charles Schwab resulting in missing transactions.
Issues syncing investment accounts between desktop and mobile/web.

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Comments

Chris_QPW

It’s strange those announcements were there before, but I can’t find them either.

Ps56k2

Which one of the many Q postings
has the complete task list of suggested steps to
- de-activate, and then re-setup and download the Schwab accounts ?

Chris_QPW

Ps56k2 said:

Which one of the many Q postings
has the complete task list of suggested steps to
- de-activate, and then re-setup and download the Schwab accounts ?

I have no idea, maybe someone else can respond. I haven't been following that conversion that closely.

Quicken Alyssa

Hello all,

Thank you for taking the time to create and participate in this discussion. I think that this Knowledge Base article covers the most.

You may also find this one helpful. And this one discusses the changes that took place.

Hope that helps!

Quicken Alyssa

Ps56k2

Quicken Alyssa said: Thank you for taking the time to create and participate in this discussion. I think that this Knowledge Base article covers the most.

tnx for the link - ....
but unfortunately, it's still almost impossible to read since the Quicken Support website has their top banner FROZEN in place, which makes the scrolling text limited to just a few lines....

This has been reported months ago - but pretty much ignored -