Charles Schwab - Missing Equity Awards Account (QMac)

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This discussion was created from comments split from:

[ONGOING] 8/28/24: Charles Schwab - Missing Equity Awards Account

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Hugo17

Same here. Quicken classic. After connecting with CharlesSchwab which does give Quicken access to EAC, EAC is not shown as other accounts like individual investment. One of the customer support said there was a change on CharleSchwab side so it is not quicken's problem. I do not think this is the right mindset.

Quicken Kristina

Hello @Hugo17,

Thank you for letting us know you're also impacted by this issue. Since you mentioned you contacted Support, I tried to look up the ticket from when you contacted them, but wasn't able to find it. Do you happen to have the ticket number?

Could you provide more information on the issue you're encountering? Were your EAC accounts previously connected and working in Quicken? If so, when did they stop working? Did you see any error messages/codes? What is happening when you try to reconnect them? For example, it sounds like you can see them when authorizing with Schwab, but what is happening when you get to the add/link screen in Quicken?

Do they not show up on that screen at all? Are they visible, but showing Ignore "Don't track in Quicken"? Is something else happening?

I look forward to your response!

arad

I have had the same issue for years.I just gave up and manually add the shares. But it should not be like this. I was a software engineer for thirty years and the only reason this does not get solved is because no one is working the issue.

Hugo17

 Were your EAC accounts previously connected and working in Quicken?
Yes.

 If so, when did they stop working?

Around a year ago.

Did you see any error messages/codes?

No.

What is happening when you try to reconnect them? For example, it sounds like you can see them when authorizing with Schwab, but what is happening when you get to the add/link screen in Quicken?

It is not shown in the add/link screen after authorization.

Quicken Kristina

Thank you for your reply,

There are a few things that can cause an account to not be visible to Quicken when attempting to add or reconnect it. Do any of the factors listed below apply?

• No activity in the account in the last 90 days
• The account is considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website). If so, what URL are you redirected to?
• The account is a sub-account of a different account.
• The financial institution made changes to its website or sign-in process.
• You are an authorized user or logging in with an authorized user's credentials.
• The account is both the same account type and the same account number as another account already connected in your Quicken.

I look forward to your reply!

Hugo17

• No activity in the account in the last 90 days
  There is activity in last 90 days
• The account is considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website). If so, what URL are you redirected to?
  It is not considered as external account. It looks like just like the indiivdual accoun in the authorization page.
• The account is a sub-account of a different account.
  I do not think so
• The financial institution made changes to its website or sign-in process.
  Not I am aware of
• You are an authorized user or logging in with an authorized user's credentials.
  Not sure what this means
• The account is both the same account type and the same account number as another account already connected in your Quicken.
  Nope

Quicken Kristina

Thank you for your reply,

Since none of those factors seem to apply, have you checked with the financial institution to find out if there's a specific connection option you need to use in order to connect those accounts in your Quicken? I can see there are multiple options.

Thank you!

Hugo17

Yes I have checked. There is no other applicable option. And it worked with schwab.com before.

Quicken Kristina

Thank you for your reply,

You said that you have checked with the financial institution. What did they tell you? Is there a specific connection option they told you to use?

Thank you!