Long running issue downloading from Schwab

Lisa Jade

Hi All. I am new to the forum, but have used Quicken for 20 years. I use Quicken for myself and also for my clients. I do all things financial with the exception of preparing the tax returns. I track all investments. One client may have 30 brokerage accounts at Schwab.

I have not been able to download to quicken from Schwab for a long time. The only way I am able to obtain the download is to reset each brokerage account within quicken and Grant Schwab third-party permission every time I need to download. In addition, when I reset, Quicken wants to download the previous account. I have to say “do not add account,) and then start the process again.

I have been so busy that I have put this on the back burner because I could not get an answer before. It is so irritating to be wasting the time every I download data to an account. If I needed this for one or two Schwab accounts, it might be doable, but I manage many.

I was told by support that the reset would fix the problem. It did not. It resolves the problem if I reset each time I download from each brokerage account. I need to repeat the reset every time. I’m wasting hours each month. I decided that I need to make this my priority before closing out 2024.

One new thing - trades and journals did not download for two of the accounts for January. Lots of manual entry if I can’t figure this out. Thank you so much.

Quicken Anja

Hello @Lisa Jade,

We appreciate you alerting us to this problem, though we apologize that you have not been able to reach a permanent solution yet even after contacting Quicken Support.

Can you tell us when this issue first started? Did anything significant occur prior to the first time it happened (i.e.: ran a One Step Update, installed a new Update Release, etc.)?

If you don't mind, could you provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Additionally, could you please tell us where your data file is located on your computer? Do you have it stored in a folder located on your computer's local hard drive (C: Drive), or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?

Last, do you have all of your client accounts set up within the same data file, or do you keep separate data files for each client?

Check back and let us know! Thank you.