Charles Schwab won't update transactions
I also can't reset the account because it says I need to accept transactions (there are none to accept). I do get a blue dot next to the account each time I update. I'm tempted to just delete the account but am concerned what that would do to transfers into that account.
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Hello @khiggs,
Before we begin troubleshooting, could you please elaborate and specify exactly what happens when you attempt to download transactions? Do you receive any specific error code(s) and/or message(s) that you can provide us with here, please?
Check back and let us know! Thank you.
-Quicken Anja
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I don't get any error codes. It updates values and will show earnings like interest but seems to be confused by trades as they don't show. Again, I get a blue dot each time I update.
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see below
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I’m not seeing anything below, were you trying to attach a screenshot?
If so, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.Thank you!
-Quicken Anja
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No, I was just hoping to get a response since it has been a few days
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There are a few troubleshooting steps we can try, but to start with, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.
- Navigate to Edit
- Preferences...
- Quicken ID & Cloud accounts
- Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
- Follow the prompts to Sign Out
- Sign back in using your Quicken ID (email) and password
Once that is done, see if the issue still continues to persist.
Let us know how it goes!
-Quicken Anja
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It didn't work. I just backed up my history and deleted the account and then set it up again. The only issue it is calling some bonds that matured income. This the first time I have had this issue and I grew tied of trying to fix it. Thanks for your responses.
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