Online Setup for Charles Schwab Account fails

PeterKoes

I try to setup online download of transactions for a single Charles Schwab Account in my Quicken database. When setting up the Download - either through account action or through "Add Account ..." - I am being asked to sign into my Charles Schwab account. Clicking on the button "Sign In", a browser window opens and XML content id being displayed (see attached screenshot). URL is partnerauth.platform.intuit.com; the error is essentially "Authentication Failed". I tried multiple times over two weeks, only to get the same response.

Background: I found that in November 2022 the size of my datafile almost doubled to about 400MB, probably in the context of an application upgrade (which I routinely do when an upgrade is offered), and it became very sluggish. Investigating a mitigation, I made a copy of the data into a new file, using Quicken's "Create a Copy or Template" function. This worked well; the file is back down to about 200MB, and the application is much more responsive again. I noticed that all files were no longer set up for Download. I could reconnect all Fidelity Investment files, but with above Charles Schwab file I had no luck. I already removed the "sharing" in my Charles Schwab account, so this should be essentially a "clean slate".

Please advise ...

india just

Have you tried different browsers?  I usually use a chrome based browser, shift to firefox if i am nervous or have issues.  My last ditch is with Safari.

you might try creating a temporary quicken acct and just sync the schwab to it.

I have 10 accts across 3 different quicken databases that i switch between. they all have separate logins/pw/etc.

Was not fast, but i have sync across all 10.

It did not work the first time, but my issue was permissions within the browser.