Issues with Charles Schwab [Edited]

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PSN
PSN Member ✭
edited November 2023 in Download, Add/Update Accounts (Windows)

Contacted them last week about transactions not downloading - agent told me "escalating the issue to a higher team…". After 20 minutes of trying to chat with someone - agent tells me "we will need to escalate to a higher team…". What happened in the week between last week and now?

Quicken for Windows - Charles Schwab is the institution I am trying to connect with - anyone else facing the same issue?

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  • mdw1836
    mdw1836 Member ✭✭
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    Also having trouble with downloading Schwab accounts. Worked with 2 different Quicken support individualsand it remains un resolved. Reported the issue to Quicken. Deactivating and reactivating the Schwab accounts did not help.

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