Charles Schwab 401k

Scott

Is there anyway to have Quicken auto download this data in the complete view and be correct? It always goes askew. I spend more time trying fix accounts than Quicken doing it's intended job.

Even now if I try to Update Transactions in the upper right of the registry it actually logs me into Schwab and simply shows the account balance. Do Schwab 401ks no longer sync?

Quicken Kristina

Hello @Scott,

Thank you for reaching out! Were you previously using the Retirement Services connection in Quicken? If you were, then unfortunately, Schwab discontinued support for that connection. Please see this Community Alert for more information:

https://community.quicken.com/discussion/7967485/ongoing-11-8-25-charles-schwab-bank-web-connect-bid-discontinued

If you were not using that connection, then please provide more details, such as which connection you are using and how things go wrong when you try to update.

I look forward to your reply!

Scott

Looks like another institution with resolution for updates.