Schwab not syncing? Try resetting connected services

ibash

My Schwab investment accounts could never sync detailed transactions, and support didn't seem to have a fix. I started using quicken in march, so it might be due to starting in the middle of the Schwab transition.

I contacted support, and they couldn't solve it. They just escalated the issue.

Despite never having a "zzz-" Charles Schwab account, the instructions here fixed my syncing issues: https://community.quicken.com/discussion/7907897/solved-charles-schwab-sync-zzz-issue-for-mac

I made this post mainly to call attention to the solution above.