Schwab accounts not downloading.

New user to Quicken subscription. I have used Quicken program for many, many years. Went with the subscription because I wanted the automatic downloads. They do not work with schwab. My credit card accounts are fine. Am I stuck with a worthless product?


  • Hello @Iowa Farmer,

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

    Before I can further assist you, I require some more information. What type of accounts are these? What exactly is occurring when attempting to download transactions? Do you receive any error codes or messages? When did this issue begin?

    I look forward to your response.

    -Quicken Jasmine
  • There is a checking, a brokerage, and 2 IRA accounts. Update appears to go through it's process. No error codes or messages. Gives a list of the accounts updated, including the Schwab accounts, but the Schwab accounts don't have any transactions.
  • I have deactivated and reactivated the accounts several times.
  • Hello @Iowa Farmer,

    Thank you for providing more information.

    First, I suggest creating a test file and adding the Charles Schwab account(s) to see if it produces the same issue with transactions not downloading. 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. 

    -Quicken Jasmine
  • Still nothing
  • Hello @Iowa Farmer,

    Thank you for attempting that test file.

    Due to the same thing occurring in the test file and the main file, it is recommended that you reach out to Quicken Support directly for further assistance as an escalation may be in order.

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance.

    -Quicken Jasmine