UPDATE 2/17/24 Charles Schwab - Missing Transactions (EWC+)

Quicken Anja
Quicken Anja Moderator mod
edited February 17 in Alerts, Online Banking & Known Product Issues

Our teams have discovered that users are experiencing cases of missing transactions with their Charles Schwab (EWC+) accounts. Please follow the instructions below and first save a backup.

  1. Deactivate all the accounts associated with Charles Schwab.
  2. Navigate to Charles Schwab's website, (www.schwab.com), look for third-party apps, and unlink Quicken.
  3. After the accounts are unlinked, return to Quicken, and attempt to Add the Charles Schwab accounts by using the "+" button.

If the issue persists, reset the cloud:

Windows:

  1. Click on "Edit"
  2. Select "Preferences"
  3. Go to the "Mobile & Web" tab
  4. Click on "Reset Cloud"

Mac:

  1. Click on "Quicken" in the top left corner, next to the Apple logo.
  2. Select "Settings"
  3. Go to the "Connected Services" tab
  4. Click on "Reset"

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #10603094)

-Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    UPDATE 11/22/23

    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 Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    ONGOING 11/30/23 

    This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

    We apologize for any inconvenience and appreciate your patience.

    Thank you!

    -Quicken Anja
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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    UPDATE 2/17/24

    Charles Schwab is aware of this issue with missing transactions and is working on a solution. They expect to deploy a fix within the first quarter of 2024.

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

    Thank you!

    Quicken Kristina

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