Schwab Accounts [Edited]

dbochinero
dbochinero Member ✭✭
edited April 28 in Download, Add/Update Accounts (Windows)

What's going on with connections to Schwab? I can't get Quicken to recognize my Schwab accounts. This just began within the last 5 days.

[Edited for Readability]

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @dbochinero,

    Thanks for reaching out.

    I reviewed the internal error that you are receiving with your Charles Schwab accounts and can see that you were receiving an FDP-350. That error typically comes up when the security token used to authenticate your connection expires or when the bank's servers don’t return the expected data during the update process.

    First, I suggest that you try to deactivate the Charles Schwab account(s), navigate to the Charles Schwab website to unlink the accounts from Quicken, and then reactivate the account(s) by following the steps found in this support article. Once your account(s) have been found, be sure to carefully link them to the existing account(s) you have already set up in Quicken.

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    Let me know how it goes!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    https://community.quicken.com/discussion/7962011/schwab-accounts-edited

    Just checking in because I have not heard from you yet! Are you still needing assistance?

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    https://community.quicken.com/discussion/7962011/schwab-accounts-edited

    Just checking in once more before this thread is closed due to a lack of activity!

    Let me know!

    -Quicken Jasmine

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