Schwab Problem
TLawrie
Quicken Windows Subscription Member
This might have been covered but I didn't find it the way I will describe it here.
I finally am able to download by Schwab transactions. However, each time I do One Step Update, I get a window saying "Schwab requires you to authorize your accounts...". I close that window, and go through a couple of other windows saying something like "Closing this window will cancel your bank login setup. DO you want to continue?" I cancel that and one other one, and then the accounts update on One Step Update and the transactions come down fine. Can I get rid of that problem?
Also, the check numbers are not coming down with the checking account transactions. They did before this mess with Schwab started.
Thanks, TLawrie
I finally am able to download by Schwab transactions. However, each time I do One Step Update, I get a window saying "Schwab requires you to authorize your accounts...". I close that window, and go through a couple of other windows saying something like "Closing this window will cancel your bank login setup. DO you want to continue?" I cancel that and one other one, and then the accounts update on One Step Update and the transactions come down fine. Can I get rid of that problem?
Also, the check numbers are not coming down with the checking account transactions. They did before this mess with Schwab started.
Thanks, TLawrie
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Answers
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Hi, @TLawrie I apologize that you are experiencing this issue. This occurs when there are still accounts not correctly enabled for dowqnloads. Please follow the steps in this FAQ and if it does not resolve your issue contact support. https://www.quicken.com/support/charles-schwab-accounts-require-authorization-multiple-times Thank you!
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