Charles Schwab Accounts not downloading transactions

BridgeTwnSmith

Windows Classic Quicken R61.21 build: 27.1.61.21

Few weeks ago when running account update one Schwabe account (wife main brokerage) would state it was not updating and walk me through the fix it gui. But nothing changed. Message popped up at every download attempt

So I decided to try to reconnect all my Schwab accounts

7 total accounts. 4 mine 3 wife. All accounts are accessible in Schwab off of my primary brokerage login which is what I think they were all using to download.

That caused other accounts to not be updated properly or to get the red circle/slash in the toolbar. I worked through most of these but am back to wife brokerage giving the error on every download attempt and I know other accounts (my traditional ira) are not downloading transactions but also not throwing any errors.

Should I try to reset all these connections somehow? Should I use one account to login/connect to all the Schwab accounts (my brokerage) or try to break out the accounts by their own logins (or at least mine vs my wife accounts)

Thoughts?

PS. Currently traveling overseas may be slow to respond in US hours

Quicken Anja

Hello @BridgeTwnSmith,

We appreciate you taking the time to bring this issue to our attention.

I took the liberty of reviewing your account, and do not see any internal errors occurring. So, to better assist you further, I will need to gather some additional details first.

1. When you tried to reconnect the accounts after deactivating, did you do so through Set Up Now in the Online Services tab, or through Tools > Add Account?
2. When you try to connect with these accounts now, what exactly happens? Do you receive any error codes/messages, or does simply nothing download? If possible, it would also be helpful if you could provide screenshots of you 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.
3. Could you please tell us where your data file is stored—do you have it saved in a folder located on your local hard drive (C: Drive), or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
4. Just in case, please also submit your log files via a Problem Report by navigating to Help > Report a problem in case we need to dig deeper and look through your log files.
   

Check back and let us know! Thank you.

BridgeTwnSmith

Thank you and as I mentioned I am overseas so my replies will be delayed

1. I tried reconnecting via either the GUI Pop Up to Fix the account or the Online Service Tab on any given account
2. Sometimes but not always I get a pop up before the download summary page, sometimes but not always I will get errors in the download summary page. I have both today and will upload
3. Data file is stored locally on my C Drive
4. I did report the problem via Quicken on March 6th the day before my trip. Could do again if necessary

Quicken Anja

Thank you for your response and for providing the additional details and screenshots! No worries about the delay—responses in the Community forum are not expected to be immediate.

To start with, since you’re receiving a CC-506 error in-product, please review and follow the troubleshooting steps outlined in this support article. Be sure to complete each step, as skipping any could impact the outcome.

Let us know how it goes! Thank you.

BridgeTwnSmith

Ok I thought it would come down to some general reset and I did it. I THINK it worked but I probably need to give it a couple days and see if some downloads occur (do not always have transactions in these accounts)

A caveat during the reset process. The Mod Brokerage account that started throwing errors (did not throw errors on this latest download) would not let me remove the financial institution data from the general tab on the account (see image)

First try at adding the new accounts it only found one Traditional IRA account. I added it. Went ahead and said add account again and this time it found the others (used same Schwab login both times) including the one I had just added (see screen shots)

Quicken Anja

@BridgeTwnSmith Thanks for the update! Sounds like it's all in working order now.

Should any of the issues resurface or any new issues arise, please don't hesitate to reach back out!