I cannot get account updates from Schwab into quicken

I have been on the phone to guatemala a number of times for many hours and also worked with Schwab's IT people. [Removed - Disruptive]

I have 2 files and it will update one or the other, but not all the time. It's awful


  • treefinder
    treefinder Member
    edited May 2022
    Anybody have any suggestions? [Removed - Disruptive]
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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  • cwaincom
    cwaincom Member
    I have been dealing with issue this since Schwab changed their downloading vendor in (I think) January.

    I have 4 accounts with Schwab. One is mine and three are my wife's. I have no trouble with my account. Schwab changed their rules prohibiting me (who had "view" access to her accounts) from downloading her transactions under my user ID. As a result I had to reset up her transaction downloads to use her user ID and password. Since then, downloads have been sporadic. Today I received a single cash transaction for her but not any of her buy/sell transactions. I had to enter them all manually using placeholders. I talked to Schwab and they have been having issues with Quicken for some time, but assure me the problem is not on their end. It has increased the time I spend on my accounts by about 50% per week and vastly increases the chance of incorrectly entering manual transactions.

    Someone at Quicken needs to do some detail testing on these Schwab downloads!
  • treefinder
    treefinder Member
    edited May 2022
    I have been using Quicken since the 1990s. All was fine until recently. I have spent hours and hours with the people in Guatemala trying to get quicken sorted out. I have spent hours and hours with the Schwab Tech people doing the same.

    I am NOT, NOT, NOT comfortable having someone in Guatemala have access to my computer. [Removed - Disruptive]

    Now I can download into one of my files, but not the other.

    Please tell my why I should remain with Quicken at all? [Removed - Speculation]  Right now it would be easier for me to just use a spread sheet and take care of thing that way.
  • treefinder
    treefinder Member
    I agree completely. I have a business file with quicken and a personal one. Right now I have to go into Schwab each time I want to download...uncheck the boxes for one file and check the others. That worked for a while, but now it doesn't at all and nothing is accurate.

    I really can't see the point of Quicken anymore. Schwab sends me the tax forms I need and I can do my checking accounts manually.

    I'd say my increased time is 100%
  • treefinder
    treefinder Member
    edited May 2022
    [Removed - Off Topic/Rant/Disruptive]
This discussion has been closed.