UPDATE 10/13/23 Charles Schwab 529 $0 Balance When Adding Investment Accounts

Quicken Janean
Quicken Janean Administrator, Moderator admin
edited October 23 in Alerts, Online Banking & Known Product Issues

Users will not be able to connect with their investment accounts. Due to the ongoing $0 investment account balance issue (explained below), we have blocked connections with the FI while we work on a solution. 

Since we have began blocking certain FI's, downloads may result in a message reading "Quicken could not find any accounts for this bank". This is the intended behavior. 

We are aware of the issue with Charles Schwab 529 downloading investment accounts with $0 balances. This is mainly occurring on QMAC using Quicken Connect.

This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) is able to successfully capture account details but unable to capture account activity. This is causing the accounts to be successfully added but showing a $0 balance with no activity. We are working with the appropriate parties so that our screenscrape is capturing all of the correct information.

(Ticket #10511791/CTP-7376)

Quicken Janean

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  • Quicken Janean
    Quicken Janean Administrator, Moderator admin

    Update 10/13/23

    We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

    Thank you!

    Quicken Janean

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