Quicken updates everything but one Schwab account

smithpd
smithpd Quicken Mac Subscription Member
edited November 18 in Download, Add/Update Accounts (Mac)

Running Version 8.3.3 (Build 803.58927.100) on my Mac, run update, everything updates except one Schwab account. Tried disconnecting that account and reauthorizing it, and while it took me through the steps, did the MFA, and it acts like it works, but still won't download the transactions. This problem started in mid-July, and I can't seem to get it resolved. Any thoughts?

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @smithpd,

    Thank you for sharing your experience.

    What type of account is the affected account? Are you the owner of this account, or an authorized user?

    One thing we can try is removing all connections and reestablishing them.

    To do this:

    1. First, we want to save a backup.
    2. Disconnect ALL Schwab accounts in Quicken. Here are the steps on how to do that.
    3. Revoke Quickens Third-Party Access from the Schwab website.
    4. Add accounts back into Quicken
    5. Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that were already in Quicken.

    Let us know if this allows that account to download transactions.

    Thank you!

    Quicken Alyssa

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