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Schwab new transactions not downloading with one step update!

Cyclone67

I am currently having issues with the same problem of downloading Schwab account transactions which was discussed in March 2024. I followed the tips in that were in that read. Talk to Quicken Support Desk yesterday and still having problem. They had me create new Schwab file and download.

File downloaded OK, but not in sync with a number of transactions in original file.

Are others having the same problem? If so, workaround ideas.

I am on Windows 10 with all updates running Quicken Classic Deluxe with all updates installed!

Thanks

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One Step Update

Comments

Quicken Anja

Hello @Cyclone67,

Thanks for reaching out about this issue!

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

Quicken Anja

@Cyclone67 Thank you for providing your Quicken ID via DM—I was able to locate your account successfully.

I checked on our end and do not see any internal errors currently occurring. Could you please elaborate a bit more on exactly what’s happening? What are you seeing when you try to connect or update? If possible, sharing screenshots would be really helpful for further investigation. 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.

Looking forward to your response!

Cyclone67

Anja,

Before I started to do the screen shots I tried deactivating and reactivating the two Schwab accounts that were not downloading. After trying this same process previously it actually worked on the two accounts this time and is now downloading for the past 6 days. My wife's two Schwab accounts never had the problem.

I am closely monitoring the situation and will let you know if the problem happens again.

Looking on the Quicken Community Board it appears that Quicken downloads for Schwab are wide spread and the Technicians are working on a fix. Can you verify this?

Thanks,

Ron

Quicken Anja

@Cyclone67 Thanks so much for the update—I’m really glad to hear that the reactivation worked this time and your Schwab accounts are downloading again. Definitely keep an eye on it, and if the issue returns, don’t hesitate to reach back out so we can continue troubleshooting.

You’re correct that there are currently two open alerts related to Charles Schwab downloads that our teams are actively working on. You can review those alerts here and here. That said, these particular alerts don’t directly match the issue you experienced—but if something similar happens again, feel free to post back and we’ll go from there.

Thanks again!