Schwab new transactions not downloading with one step update, again.

BikinJones
BikinJones Quicken Windows 2017 Member ✭✭
edited June 30 in Registers & Transactions (Windows)

Quicken is not downloading Schwab transactions again. Why is this? and when is the fix expected?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @BikinJones,

    To help troubleshoot this issue, please provide more information. When did this issue restart? Are you seeing any error messages/error codes? Is this affecting all of your Schwab accounts? Are all of your Schwab accounts under the same User ID?

    I look forward to your response!

    Quicken Kristina

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  • emogelof
    emogelof Quicken Windows Subscription Member ✭✭

    I'm having the exact same problem.

  • stevepeq
    stevepeq Quicken Windows Subscription Member ✭✭

    I'm having this or a similar problem also; it just started. With my One Step Update it is set up to download my brokerage account and an Investor Checking Account. The latter works, but since 5/6 dividends have been paid and have not downloaded. No error messages or codes, nor does it show anything under downloaded transactions to be accepted. Both of these accounts are under the same Schwab ID/login.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you for taking the time to report this issue to the Community, although we apologize for any frustration or inconvenience experienced.

    This issue has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, you can bookmark this Community Alert to get updates when available and to know when the issue is resolved. If you do not see the bookmark icon at the upper right, please make sure you are logged into the Community.

    If you haven't already done so, I recommend following the troubleshooting steps from the Community Alert:

    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"

    Thank you!

    (Ticket #10603094)

    Quicken Kristina

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  • Oompii
    Oompii Quicken Windows Subscription Member ✭✭

    If your problem is with Schwab missing transactions (buys and sells for SWVXX and SWGXX), missing the promissed fix by end of first quarter '24, and not communicating with the consumers add your comments to the FINRA FILE 20240819885. Quicken says thousands of customers are affected. Seems we should consolidate our dissatisfaction and the negative impact it has caused.

  • Craig Marlowe
    Craig Marlowe Member ✭✭

    I tried all the suggestions from your response on March 16. These suggestions did not work. I get the message that transactions downloaded, But the section. that says "Accept downloaded transactions into transaction list" is empty. Also, the discussion has been closed and I could not comment on your response to me.

This discussion has been closed.

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