Quicken does not let me add Schwab accounts

Alex T K

I have Quicken Deluxe 47.15 installed and everything was working but I recently opened 2 new Schwab brokerage accounts. When I tried to add these I get to the "Activate One Step Update" step and my 6 Schwab accounts are listed but under "Action" where it says "Link to existing..." the drop-down does nothing for 2 of the accounts. I click the down arrow and nothing happens.

So far I have done the following to try to resolve this:
1. Remove all Schwab accounts from one-step update and re-add them...I always get to this same step and at least 2 of the accounts the drop-down does nothing
2. Ran the verification to cleanup my Quicken file (it found a few things but did not resolve)
3. Tried repeatedly over multiple days/weeks the above steps (been trying since late January), and always get to this step and always cannot choose the "link to existing..." option for the 2 accounts that I have had for decades and which were working previously.

Any suggestions? All my other accounts are synced and seem to download properly.

Quicken Jasmine

Hello @Alex T K,

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

First, I suggest creating a test file and adding the Charles Schwab account(s) to see if it produces the same issue when attempting to link your accounts. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.
2. Select New Quicken File.
3. Click OK.
4. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 
   Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
5. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 
6. Select to not use Mobile.
7. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response.