Dropped Account Connections from TD to Schwab Migration

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SteveN
SteveN Member ✭✭
edited October 2023 in Download, Add/Update Accounts (Mac)

I have Quicken for Mac (7.2.2). My TD accounts have all been migrated over to Schwab and the initial connections went somewhat smoothly after some typical security related back and forth in the process (Quicken reaching out to Schwab, enter passcode, link account, etc.). After doing that via "Connect Account", things updated fine, but the connection won't persist after I exit Quicken. When I open Quicken again, I have to reconnect all my accounts and go through the whole process all over again. I never had to to this with TD and could simply update my accounts any time I opened Quicken and hit "Update". Why won't accounts linked to Schwab stay connected in Quicken?

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