Schawb/EWC+ How is information to be downloaded obtained?
A post by Schwab on their site, back at the time of the conversion from DC to EWC+, claimed that the information gathering process wouldn't be screen scraping, but didn't provide any indication as to how that information would be obtained.
I assume Schwab isn't doing any "compiling" on their end à la Direct Connect, but that Schwab is allowing Quicken (and, I guess any other aggregator using EWC+) some "deeper" connection into their system which should produce less errors than screen scraping. Does anyone have any insights here?
Starting in late April I started a list of Schwab download problems I've encountered
and the errors - mainly omission of transactions - seems pretty random, though the 5/9/22 error regarding my balance of Schwab Value Advantage in one account suggests somebody (Quicken???) doesn't really understand Schwab's processing of transactions.
Somewhat as an aside, I thought that comparisons of number of shares per the FI to the number of shares per Quicken occurred with each DC download - I might be wrong about that - but now it seems like the Securities Comparison Mismatch is being done only once in a while, meaning I'm picking up transaction omissions that are as much as 45 days old. Is this in Quicken's control, and can the comparisons be done more frequently?
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