Reauthorizing with multiple Schwab logins (e.g., husband and wife accounts)?
MontanaKarl
Member, Windows Beta, Mac Beta Beta
One thing I've not seen discussed in the past month of the Schwab "migration" is another problem I've been having:
Quicken pops up the Schwab authorization dialog because something in the (previously migrated and working) connection broke.
How do I know which Schwab UserID / Password to give when some accounts are linked to my wife's Schwab and some are linked to mine?
The dialog does not indicate WHICH account has an issue ... Quicken just wants me to log in (via the Schwab web pop-up). So, there's no way to know whether I should be entering my wife's or my credentials. Entering the wrong ones might be why some of my accounts keep getting un-linked.
Quicken pops up the Schwab authorization dialog because something in the (previously migrated and working) connection broke.
How do I know which Schwab UserID / Password to give when some accounts are linked to my wife's Schwab and some are linked to mine?
The dialog does not indicate WHICH account has an issue ... Quicken just wants me to log in (via the Schwab web pop-up). So, there's no way to know whether I should be entering my wife's or my credentials. Entering the wrong ones might be why some of my accounts keep getting un-linked.
Quicken Mac and Windows subscription • Quicken user since 1990, MacBook Pro M2 macOS Ventura 13.3.1 • Windows 11
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