No Transactions Added To Connected Investment Accounts From Schwab

jkkuehne_sf

I have tried everything to update current transactions from my Schwab investment accounts.

Steps taken thus far:

1. Reset connection.
2. Delete / Re-add account
3. Download transactions from Schwab and use the ProperConvert utility to build a QFX file then import.
4. Create new account manually and then change the connection type. Select download "All Available Transactions"

Somehow Quicken needs to re-set a flag for downloading and importing "all" transactions.

Any help is appreciated.

Quicken Anja

Hello @jkkuehne_sf,

If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connect Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to the Quicken dropdown menu
2. Sign Out...
   
3. Sign back in using your Quicken ID (email) and password 
4. Follow the prompts to be taken back to your data file after signing in

Once that is done, see if the issue still persists.

Let us know how it goes!

Quicken Jasmine

Hello @jkkuehne_sf,

Which instance of Charles Schwab are you attempting to connect to (see below)? How long has this issue been occurring? Are you receiving any error codes or messages? To clarify, you are attempting to connect by first creating a manual account, adding transactions via a QFX file, and then attempting to connect the account online?

Let me know!

jkkuehne_sf

Hi Jasmine, thanks for the response.

I am using the Charles Schwab & Co., Inc instance for this account as I am for the other 3 that I have with Schwab.

re: To clarify, you are attempting to connect by first creating a manual account, adding transactions via a QFX file, and then attempting to connect the account online?

I am not really interested in doing anything manually, item #3 was just an attempt to get something into Quicken.

What's interesting is that 3 of the 4 accounts seem to update correctly although I say that with some pause since the last transactions download for those were from Dec 02.

There are no errors during the process and the updating process spins for 3-4 minutes only to reveal that it didn't post any transactions to the ledger.

Let me know if there is something else I can try or if I might be doing things in the wrong order to correct the situation.

thanks a ton.

Quicken Anja

Hello @jkkuehne_sf,

If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connect Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to the Quicken dropdown menu
2. Sign Out...
   
3. Sign back in using your Quicken ID (email) and password 
4. Follow the prompts to be taken back to your data file after signing in

Once that is done, see if the issue still persists.

Let us know how it goes!

jkkuehne_sf

WOW!

That absolutely worked.

Thanks a ton.

John

Quicken Anja

@jkkuehne_sf you're welcome and thanks for the update! Glad to hear that worked for you. 🙂