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Downloading from Schwab

ATC Doug

I have two accounts with Schwab. One account downloads and one does not. They are both setup on Express Web connect. The account that does not download, I tried the Deactivate and Reset and the information still doesn't download. I know there has been transactions as I see them on the Schwab site. I'm running on Quicken R63.21

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Comments

Quicken Anja

Hello @ATC Doug,

Thanks for letting us know you're encountering this issue!

To help us better understand the issue, can you confirm whether both of your Schwab accounts are under the same login credentials, or are they associated with separate logins?

Looking forward to your reply!

ATC Doug

Anja,

I have different logins for each account

Quicken Anja

Thanks, @ATC Doug—that’s helpful to know.

Unfortunately, this behavior stems from a limitation on Schwab’s side. Quicken can only support one Schwab login per data file. When multiple Schwab credentials are added, it can interfere with account updates, often causing one or more accounts to stop downloading properly.

We apologize for any inconvenience this may cause!

ATC Doug

this was working as of last week. How come for the change?

Quicken Anja

I understand how frustrating that must be, especially since it was working just last week.

Since this behavior is due to a limitation on Schwab’s side—we recommend reaching out to Schwab directly for further clarification or assistance.

Thank you!