Schwab bond transactions download incorrectly, etc.

maryh777

Redemptions fail to remove shares. Also some transactions don't download at all, like transferring out shares. Schwab downloads are a mess requiring a lot of manual intervention. Is anyone else having these issues?

Tom Young

I don't have a lot of activity across the 8 Schwab Accounts I have in my file, but I have noticed a small but steady number of problems - like 2 to 3 a month - in the downloads.  The errors run the gamut from transactions downloaded containing errors, missing transactions, security comparison mismatches caused by Quicken picking up the wrong number of shares "per Schwab", and so forth.

My guess is that the problem is on Quicken's end, i.e., problems with the script they write to collect information off Schwab's site, but I certainly don't know that for sure.