schwab not downloading all investments from their custodial service window

vector1000
vector1000 Quicken Windows Subscription Member
edited April 2023 in Download, Add/Update Accounts (Windows)

there are two securities in particular that are not being updated properly which I perform at least twice per week.

In this case the online share balance is nearly double the amount of shares recorded in my quicken account register

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    So downloads are occuring, but some transactions that should be showing up in your Quicken Accounts aren't being downloaded?

    I was experiencing this with several of my Schwab accounts from April of last year until some time in December. A late November update (R45.13) - that I didn't install until December - said that this was fixed and it was, for a time. Now two of my Schwab Quicken Accounts are now not downloading at all, and haven't since 2/15.

    If you haven't updated to or past R45.13 then I'd try that. If that doesn't work then I think it's time to call Official Quicken Support.

    https://www.quicken.com/support#windows

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