Every time I update Schwab, I have to revalidate the account

ghstudio

I have validated my schwab account on-line updates and it updates correctly. The problem is that the next time I try to update all (or just Schwab), I have to revalidate again. This is a continuing problem. Obviously, one I've validated Schwab, Quicken and Schwab should be able to remember that I've validated the exchange of data.

Quicken Kristina

Hello @ghstudio,

To clarify, when you say you need to revalidate your Schwab account, do you mean you get a prompt to reauthorize, or do you mean you're getting an error and have to reconnect the account?

If you're getting a prompt to reauthorize your Schwab account, that typically means that Quicken is still seeing an account connected by the old connection method. The reauthorization prompt should show you the name of the problem account. You would want to go to Tools>Account List and look for that problem account.

If it's an account that is closed/inactive on Schwab's side, but is still trying to connect in Quicken, then you would need to backup your Quicken file, deactivate the account, and mark it closed (if appropriate).

If it's an account that is still active, you would want to check your Quicken file to see if you have a duplicate account (sometimes, when reauthorizing an account, it gets added as a new account rather than linked to the existing account).

If you're not seeing a reauthorize prompt, but are instead getting an error message and/or having to reconnect the account, please provide more details exactly what is happening, what error codes/messages you're seeing, etc.

I look forward to your reply!