Schwab brokerage accounts not updating

gaheld57

I am running Quicken Classic Pro R61.17 on Windows 11. When I run one step update all of my accounts update except those at Schwab. No error message is generated, but under Schwab it always says no new transactions, holdingings updated at of 11/17/2024. I have tried disconnecting and reconnecting Schwab with Quicken. It goes through the motions of finding and relinking the accounts, but no new transactions or balances are actually uploaded.

As suggested on some threads, I looked for a third party security app setting on the Schwab webpage but didn't find any. Does anyone know what's going on or how to fix this?

Thomas Whalen

I am having the same issues! the only difference is that I am running on an Apple and running Quicken Version 8.0.1 (Build 800.56243.100)

TMMac

I'm having a similar issue with Schwab. Sounds very similar. I posted the steps I've tried in a post earlier this morning. Very inconsistent Schwab downloads with lots blue arrows but no transaction data.

https://community.quicken.com/discussion/7960143/schwab-multi-usernames-individual-accounts-joint-accounts-retirement-accounts

[Edited - Fixed Link]

Quicken Kristina

Hello @gaheld57 & @Thomas Whalen,

Sorry for the delayed response. This discussion somehow got by us without a response.

There used to be an open alert for this issue, but it was recently marked resolved. To start troubleshooting this issue, please follow the instructions below and first save a backup.

1. Deactivate all the accounts associated with Charles Schwab.
2. Navigate to Charles Schwab's website, (www.schwab.com), look for third-party apps, and unlink Quicken.
3. After the accounts are unlinked, return to Quicken, and attempt to Add the Charles Schwab accounts by using the "+" button.
4. Make sure to carefully relink the accounts to the correct nickname in Quicken.
   

If the issue persists, reset the cloud:

Windows:

1. Click on "Edit"
2. Select "Preferences"
3. Go to the "Mobile & Web" tab
4. Click on "Reset Cloud"

Mac:

1. Click on "Quicken" in the top left corner, next to the Apple logo.
2. Select "Settings"
3. Go to the "Connected Services" tab
4. Click on "Reset"

Please let me know how it goes!

mglbe

I am having the same issues and have tried all of these options with no success. It is only the brokerage accounts that aren't updating, not the banking accounts.

Quicken Kristina

Thank you for joining the discussion @mglbe,

When I check on our end, I'm not seeing any error messages/codes with Schwab when you're trying to update. Are you seeing any errors on your end? What is happening when you try to update the account(s)? When did the problem first start? Is this happening only with Schwab?

To troubleshoot missing transactions/transactions not downloading, please follow these steps from this article on missing transactions:

Are these missing transactions over 90 days old? Transaction download is typically limited to the last 90 to 200 days, depending on the financial institution.

Are these transactions still marked as "pending" on your financial institution's website? 

Was the missing transaction incorrectly matched to another transaction in the register? This is common with repeating transactions made to the same payee for the same amount.

Have any transactions been deleted recently? Transactions won't download again after being deleted. If a transaction was deleted in error, you can re-enter it manually (if there's a large group of deleted transactions, it may also be easier to restore a backup).

I look forward to your response!

mglbe

Yes, this is only happening with Schwab and only with the investment accounts - not with banking accounts. These accounts downloaded fine until 1/3/25 - and then none of them will download. It says the accounts were successfully downloaded, but no new transactions which I can see on my Schwab log in that is not true.

I have tried deactivating and reactivating the online services and I have tried resetting the accounts. Nothing works.

I noticed many other people seemed to be having exactly the same problem with Schwab investment account downloads - all starting in 2025.

Please help. This is frustrating.

Quicken Kristina

Thank you for your reply @mglbe,

There was an alert for this issue, but it was marked resolved in February of this year. To start troubleshooting, please follow these instructions from that alert:

Our teams have discovered that users are experiencing cases of missing transactions with their Charles Schwab (EWC+) accounts. Please follow the instructions below and first save a backup.

1. Deactivate all the accounts associated with Charles Schwab.
2. Navigate to Charles Schwab's website, (www.schwab.com), look for third-party apps, and unlink Quicken.
3. After the accounts are unlinked, return to Quicken, and attempt to Add the Charles Schwab accounts by using the "+" button.

If the issue persists, reset the cloud:

1. Click on "Edit"
2. Select "Preferences"
3. Go to the "Mobile & Web" tab
4. Click on "Reset Cloud"
   

Note - If you do not see an option to reset the cloud, that means you have Sync turned off. To reset the cloud, you would need to turn Sync on, click OK, then navigate back to Edit>Preferences>Mobile & Web to click the Reset your cloud data link. Once the cloud reset finishes, you can turn Sync off again.

Please let me know how it goes!

mglbe

That finally worked. Thank you

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear it's working now!

If you need further assistance, please feel free to reach out!