Can't download from Schwab or CitiBank

System

This discussion was created from comments split from:

Schwab

.

Roy Peek

@Quicken Jasmine

Been having this same issue since last year. There is no Error message, when trying to authorize / reauthorize for Schwab, receive email notice that Authorization has been updated, but No access to Schwab account downloads.

Now have the same issue with Citi.

This new download process has failed so much, will not be renewing Quicken Subscription. Paying for a service that does not work.

Quicken Kristina

Hello @Roy Peek,

To assist with this issue, please provide more information. For the Schwab issue, it sounds like you're going through the authorization, but nothing is downloading. Is that correct? If so, then there is a Community Alert for this issue. Please follow these steps from the alert to resolve the issue:

1. Save a backup.
2. Deactivate all the accounts associated with Charles Schwab.
3. Navigate to Charles Schwab's website, (www.schwab.com), look for third-party apps, and unlink Quicken.
4. 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:

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

If the issue persists after following those steps, please reach out to Quicken Support directly for assistance. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

What is happening when you try to connect with Citi? Was the account previously connected and working, or is this a new account you're adding? Are you getting any error messages/codes?

I look forward to your response!