Continuing problems with Quicken & Schwab

RS9
RS9 Member
Quicken is downloading transactions from Schwab and putting some in the wrong categories. Plus, every time I ask Quicken to update, it asks me to connect the Schwab, log on and pick my accounts even though I've done it already multiple times, and my log on and password haven't changed.

Quicken can't seem to make its software work as it should for which we all pay!

Comments

  • Hello @RS9,

    Thank you for coming to the Community to report the issues that you are having, I apologize for the delayed response. 

    Most times when we see this happening there is still an old/hidden account still connected to the old Schwab instance causing the prompt.

    Please go to Accounts>Hide & Show. Look for any Schwab-related accounts that could be connected to that old instance. 



    Quicken Alyssa

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