NEW 2/9/2022: Some Schwab Mac users may see "Schwab is updating its Quicken connection" message

Quicken Mac users who have accounts with these Charles Schwab FIs:
  • Charles Schwab Bank - Investor C

  • Charles Schwab IRA

  • Schwab Alliance

  • OptionsXpress

Will begin to see a message to change their Schwab connection:

After clicking Update Connection, Quicken will walk you through the process of changing your connection type to the new EWC+ supported with Schwab.

We recommend moving to the new connection type when you see this message, in order to avoid any disruptions in your Schwab downloads.

Thank you!
(Ticket #9212465)
Quicken Kathryn
Community Administrator