Not all Schwab accounts downloading

samlevinesl

Hello, I moved my Quicken Classic for Windows to a new environment. I have 7 Schwab accounts. When I perform a One Step Update, I can see the wheels spinning on all 7 accounts in the side bar, but only 5 of the accounts actually sync for download - I can tell from the "Last Download" date and time when I select an account. All accounts are set to Express Web Connect+. All accounts are set to Tracking Method Complete. I have tried reseting, as well as deactivate/activate and still those last 2 accounts won't download/sync. Any ideas on what to try next? Thank you

Quicken Kristina

Hello @samlevinesl,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. You mentioned that you moved Quicken Classic for Windows to a new environment. Could you please clarify what you mean by that (different computer, running in a Virtual Machine, etc.)?

Is it always the same two accounts that fail to update each time? If so, what kind of accounts are they (brokerage, IRA, Checking, etc.)?

Are the problem accounts connected in more than one Quicken file? If so, please try deactivating them in all files except one and test to see if that resolves the issue.

I look forward to your response!

samlevinesl

Hi Kristina,

• I moved from VMware on Mac to Crossover on the same Mac - it's now much faster and responsive
• At this time it seems to be the same two accounts - a ROTH IRA and a regular IRA
• I am only using a single Quicken file

Thank you for your help!

Quicken Kristina

Thank you for your reply,

Are all of the Schwab accounts under the same login credentials?

So that we can look into this further, please navigate to Help>Report a Problem and send us a problem report with log files attached.

Please also provide the names of the 2 accounts you're encountering this problem with (If you don't want to put that information in this discussion, then please include it in the description when you send the problem report). Once you've sent the problem report, please let me know.

Thank you!