None of my Schwab holdings are being updated when I do the one step update.

mdoyle Member
edited January 2022 in Investing (Windows)
The correct holdings are visible in the on-line center but are not transferred to my local copy of Quicken.


  • Quicken Alyssa
    Hello @mdoyle,

    Thank you for taking the time to visit the Community and report the issue that you are having, though I apologize for the delayed response. 

    Do you have auto-entry turned off for these accounts? I have seen times where information seems to get stuck in the Online Center when the auto-entry is off.

    Another thing we can do is refresh the branding and profiling for Schwab from the Online Center. 
    To do this;
    1. Go to Tools and select Online Center from the menu options.
    2. Select Charles Schwab from the financial institution dropdown.
    3. Hold down Crtl+Shift and click on Contact Info at the top of the box.
    4. Another smaller box should open and you can check off Financial Institution Branding and Profile
    5. Click Refresh, the smaller box will disappear and you can click Update/Send from the Online Center. 
    6. Update the accounts and see if your holdings now come through.

    Do let us know how this goes!

    Quicken Alyssa

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