Can I change the method of updating to direct connect? I don't see how that's possible. If it means deactivating or deleting, I am concerned about duplicate accounts and/or losing years of history.
@mvpetters - Schwab no longer supports DC for investment accounts. It now only supports Express Web Connect+ (EWC+) and Web Connect (WC…manual downloading and importing in QFX or Quicken or Web Connect format from the website). The FIDIR list (Financial Institutions Directory list) shows that for some types of accounts it still supports DC, EWC and WC so if you are talking about something other than a brokerage investment account let me know what that is so it can explored that further.
Otherwise, please provide some details about what issue(s) you are experiencing with downloads from Schwab so some assistance can perhaps be provided.
PNC does support DC. For personal accounts PNC does not have a monthly fee but for business accounts there is a small monthly fee ($2-$3).
You should know that last week it was announced that PNC will be changing their EWC connection to EWC+ within the next 30-60 days. It is not yet known if or by when they will also changing their DC connection to EWC+ but I think it is safe to say that at some point PNC support for DC will also be dropped for EWC+. You can read more about this at:
If this convinces you to not upgrade your connection to DC, then perhaps you can provide some details of the issue(s) you are encountering with PNC's EWC connection so perhaps some assistance can be provided.
If, however, you still wish to proceed with DC for PNC, let me know and I'll provide you a step-by-step process for how to do that. Just know that you might not be able to use DC for more than just a couple of months before you will need to change your connection, again, to EWC+.
Did this answer your questions?
Yes, I agree that switching PNC to DC just does not seem to make much sense at this point.
Yes, I think restoring a recent backup file would be the first step I would take. Let me know how it goes.
Also, which version of Quicken are you running? (Help > About Quicken)
You are welcome. I'm glad most everything is working for you now. I don't know much about Schwab so perhaps someone who has more expertise with Schwab will add a suggestion here.
yes - the DELETED error for EWC+ accounts is frustrating - along with the account getting the "red circle slash" icon.
Just treat it as a new RE-authorization request - and walk thru those same steps, either way you want… I just got hit with one of my Chase accounts - did the RE-auth - and all is good - but frustrating
