Schwab total account value is way off in my quicken for mac recently

YoYoPedro

Version 8.2.1 (Build 802.57282.100) macOS 15.5

About 10 days ago, my Schwab total account value in Quicken started being almost $25,000 less than actual, despite numerous refreshes. Strangely, ONE TIME a refresh brought up the correct amount, and I figured that the bug had been fixed, but it has never happened again since. The blue dot no longer shows up next to the account like it used to. I have "unlinked" the account, and then relinked it, to no avail.

Quicken Kristina

Hello @YoYoPedro,

Thank you for letting us know you're seeing this issue. To clarify, are you able to see what is throwing the value off (for example, incorrect/missing cash balance, or incorrect holdings, etc.)? What kind of account are you encountering this issue with?

There are currently a couple known issues with Schwab that may be contributing to the issue, depending on what is causing the value to reflect incorrectly. Please review these alerts to see if they do address the issue you're encountering:

https://community.quicken.com/discussion/7907151/charles-schwab-bonds-show-incorrect-share

https://community.quicken.com/discussion/7962577/ongoing-5-30-25-schwab-equity-awards-accounts-paused

I look forward to your reply!