Schwab brokerage type accounts not updating as part of one step update

I have 6 brokerage accounts with Schwab (don't ask) and, while the checking and savings accounts seem to update just fine with one step, I have to go into one of the brokerage accounts and manually trigger the update. Then, all of the six seem to update fine.

Comments

  • evutic
    evutic Member
    same problem,,,,,what is going on...
  • rickatie
    rickatie Member ✭✭✭
    same here.... worked ok yesterday. what happened?
  • retird
    retird Member ✭✭✭✭
    edited January 12
    Mine seems to be updating OK...
    Windows 10 and Windows 11 (separate computers)..... Quicken Premier 20+ year user
  • Hawkins1
    Hawkins1 Member ✭✭
    edited January 13
    I've had the same problem since the transition to the "new Schwab". Multiple accounts (brokerage and cash) with Schwab and have to do the manual method of going into one of the accounts and updating transactions.
    I've sent multiple error reports to Quicken and addressed "Quicken Katheryn" as she was designated to the Schwab issues but she didn't respond back.
    [Removed - Off Topic]
  • Hawkins1
    Hawkins1 Member ✭✭
    > @Hawkins1 said:

    > [Removed - Off Topic]

    At least based on this, I see someone at Quicken is monitoring the forums. Instead of removing my comments where Quicken said the transition related to Schwab went great, can someone address the issues at hand? Multiple people are having similar issues and the new forum threads are pouring in daily related to Schwab accounts. Can someone at Quicken please address the crowd -- it's been two months and we are growing impatient
  • Tim N 14
    Tim N 14 Member
    I'm having the same problem. Schwab does not update with one step update. I have to manually update from one of my Schwab accounts. FWIW, one step update shows Schwab "processing data" at the same time as one step update shows "updating your data" in "online services" is "processing data." That doesn't seem to make sense because the data in online services should not be processed/updated until the Schwab data is finished processing or the online update will not include the processed Schwab data. In practice, however, that is not an issue because the Schwab data is not updating in one step update.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited January 25
    Janfromearth said: ... while the checking and savings accounts seem to update just fine with one step, I have to go into one of the brokerage accounts and manually trigger the update.
    just following along.... 
    WHAT account selection is being used -
    since you also mention Checking & Savings
    68824    68824    68824    Charles Schwab & Co., Inc.    https://www.schwab.com/    866-855-9102    https://www.schwab.com/    ACTIVE
    BANKING,CREDIT,ACCOUNTINFO,INVESTMENT,401K&EXP-WEB-CONNECT
    27522    27522    27522    Charles Schwab Bank - Investor C    https://www.schwab.com/    866-232-9890    https://www.schwab.com/    ACTIVE
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT
    03793    03793    03793    Charles Schwab Bank -Web Connect    http://www.schwabbank.com/    888-403-9000    http://www.schwabbank.com/    ACTIVE
    BANKING&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT
    54969    54969    54969    Charles Schwab Bank Mortgage    http://www.schwabbankmortgage.com    1-866-266-4756    https://rocketaccount.com    ACTIVE
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

    QWin Deluxe Subscription - Win10
  • Indigo
    Indigo Member ✭✭
    I am having the same problem. Saving and checking update OK, but brokerage account not updating with one step update.