Charles Schwab & Co.

For anyone having problems with Schwab not downloading the current information after they had successfully linked to it.

When "EnterVault Password / Update Now" screen came up I found that the latest changes to my Schwab Accounts were NOT being downloaded.

I then went to "Tools - Online Centre ". A screen came up showing Schwab as my financial institution. To the right was an "Update/Send" button. I entered this and lo and behold everything was downloaded correctly!

Hope this helps someone.


This discussion has been closed.