Link to Schwab appears to work, but nothing downloads.

wcikanek Unconfirmed ✭✭
Went through Schwab relink with no problems, but transaction downloads last entry is for 11/17/2021, so I guess it stopped working on 11/19. I have transactions for 11/19 and subsequent, but they do not download. When I run Reconcile Shares option Quicken says I match my account, but I know that is not true because the last three weeks are missing.

Also, when I do update Quicken for Schwab, an Add Account window opens which I dismiss. Then the Schwab update appears to run but returns nothing. Did I miss some post conversion step or did something go wrong?


  • artg
    artg Member ✭✭✭✭
    Assuming everything is linked properly, since the transition I have found that when I get a red flag (indicating downloaded investment transactions) I MUST hit the update button AGAIN.  It's just one of the many work arounds of the last month.  Please let us know if that worked for you.
  • Rsta
    Rsta Member ✭✭✭
    Most likely if 11/19 is the last transactions, you are still connecting to the zzz Charles Schwab. You need to reset the connection and then it will be even more screwed up.
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