Schwab Investment Accounts Not Downloading Transactions

Paddy

I am resetting and linking the accounts, but they are not downloading transactions. Is this a known issue?

Quicken Anja

Hello @Paddy,

We appreciate you bringing this issue to our attention!

I took the liberty of reviewing your account, but do not see any internal errors occurring so we will need to gather some additional details to further investigate.

Please provide the following details.

• Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
• When you reset and relinked the accounts, did you relink via Set up Now in the Online Services tab, or via Tools> Add Account?
• Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
• Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?
• When did this issue first start occurring?
• Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?

Your answers will help us diagnose the issue more effectively.

Looking forward to your response!