I am getting "Select at least one account to Link"

SankarRama

Hi I am trying to Download Transactions from Charles Schwab & Co.,
When I started getting CC-501 errors, I de-linked my accounts.
Today, I tried to Setup Download again, after logging into Schwab, I get a dialog that does not show any of my Schwab accounts (I have 3 accounts in Schwab). When I tried to continue, it says "Select at least one account to link". But, there is nothing to select.
When I dismiss this and try to cancel the setup, I get the CC-501 error again!

Frankx

Hi @SankarRama

If you haven't logged-in to this Quicken Community recently, you've missed a lot of posts and information regarding Charles Schwab & Co..  Schwab recently changed their download methodology (how they connect to Quicken) and there are hundreds of posts here over the past 2 or 3 weeks about that, and other related user issues.

As a result of the changes Schwab made you'll need to take certain steps to reestablish your connections.  As a start - I suggest that you read this post https://community.quicken.com/discussion/7900567/changes-to-charles-schwab-accounts#latest.

After that, you may want to review some of the other posts here in the Community - I suggest that you search on "Schwab" and find a comfortable chair.

Frankx