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Charles Schwab not downloading

Linwood

I was in the process of moving and had not updated Quicken since April. Just tried, and can't get any downloads from Schwab for investment accounts. I did get Schwab Bank transactions (but may have just broken that).

I found this topic (below) but it's ancient and not updated (and you can't comment there). I did however follow it's instructions, got no errors, it linked the accounts again, it said it downloaded, but there are no transactions.

Is there any update on this issue? Should I contact Schwab, or is this a Quicken issue? I basically stopped using one credit card because Quicken couldn't download it (Slate I think, or maybe it was mastercard) for months and months. But if I can't get my Schwab updates basically Quicken is useless to me. I'm not sure what to replace it with, but … useless if this can't be fixed.

Anything? Any one?

Linwood

https://community.quicken.com/discussion/7942712/update-2-17-24-charles-schwab-missing-transactions-ewc

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Tom Young

If you did properly follow that 11/16/23 post and that didn't work then it's time to contact Official Quicken Support .

It's not a Schwab problem - Schwab downloads on the Bank and Investment side both are working fine for me - so, one way or the other it would appear to be a Quicken problem. I'd recommend Phone support and allowing for screen sharing. Try to pick a time when you can spend an hour or more on the phone. Hopefully it won't take that long but it can.

Linwood

I've tried to use quicken support in the past, besides not being willing to share sensitive account information on a screen with some offshore call center, then they want an upload of my backup file so they would have every thing, every account number, every password. And every time in the past I was sent around in a circle for hours and multiple people who had zero clue what they were doing and no results. So… trying to get direct support from Quicken is my absolute last resort.

I love this product. I've been using it since about 1998 or so. But I am really, really, really tired of updates breaking my connections to banks with no sense of urgency or followup.

Please do note that the referenced posting from 2/17/24 says "we have no ETA" and blames Schwab — if it was resolved, shouldn't Quicken staff have posted a follow-up?

Tom Young

Hmm…

I've had good experiences the two times in my Quicken life I've called support, the most recent of which was a Schwab downloading issue.

You might try creating a test file and put just the Schwab Accounts into that file and see if that works. (You might have to unlink all the Schwab Accounts in your current file as I seem to remember that Schwab wouldn't download to multiple files, it only allowed downloads to one file.)

If that works OK then that does suggest the problem resides somewhere with your current data file.

Linwood

I tried it with Chat.

The good news is after I got rid of the "bot" and got a human, I got a quick answer.

The answer was "it's a Schwab problem", "There's nothing you can do to work around it" and "We hope our team will implement a solution soon" (which is a bit at odds with it being Schwab's problem).

He also said he had added my account to the list of those reporting the issue.

So… started in November, it's now June, and still ongoing. Sigh….