Issues with Schwab Equity Awards Account

MRbbq
MRbbq Quicken Windows Subscription Member
edited December 11 in Download, Add/Update Accounts (Windows)

What are the solutions. Just do not close.

I am having the same problem. I have 3 accounts in Schwab. Brokerage, Checking, and Equities. Last month, the equities account stopped syncing. I have tried to reconnect and also delete/add. When i connect, it takes me to the Schwab site to login, then I accept the agreement to share the data with Quicken. While in Schwab, it says it will share all 3 accounts. But, when I go back to Quicken, my Equities account is not shown.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @MRbbq,

    To start troubleshooting Quicken being unable to see your Equity Awards account when you're trying to connect it, please answer the following questions:

    • Has there been any activity in the account in the last 90 days?
    • Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the financial institution's website)? If so, what URL are you redirected to?
    • Is the account a subtype of a different account?
    • Are you the owner of the account?

    I look forward to your response!

    Quicken Kristina

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  • Hugo17
    Hugo17 Quicken Mac Subscription Member

    This bug has been brought up multiple times but there is still no fix applied yet.

  • biskit
    biskit Quicken Mac Subscription Member

    Same problem here. Haven't found a working solution. All Schwab accounts show up as available on Schwab for Quicken to use. When the browser returns to the quicken screen after connecting, the Equity Awards account is always missing.

    Tried creating a new file, resetting account. Still not working.

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