Unable to reconnect Schwab HSA account

System
System Member admin
edited November 25 in Download, Add/Update Accounts (Mac)

This discussion was created from comments split from:

Schwab HSA Account Download

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  • S_Sang
    S_Sang Quicken Mac Subscription Member

    I am having a similar problem, also with Schwab HSA account, I also put mine in Traditional IRA. I've unlinked and tried to relink (through Schwab account deleting third party login info too). Now when I try to relink it just doesn't see that there is an account to login to. I have another account at same Schwab login that it will see.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @S_Sang,

    Thank you for letting us know that you're also encountering an issue with your Schwab HSA account. To clarify, are you encountering this issue on Schwab's website, when trying to authorize the account, or in Quicken, after you have successfully authorized?

    There are a few things that can cause an account to not show as an option:

    1. Are you the primary account-holder?
    2. If it's a shared account, are you making sure to use the primary account-holder's credentials?
    3. Have there been transactions in the last 90 days, aside from interest payments?
    4. Is the account a sub-account of another account?
    5. Is the account directly through Schwab, or is it serviced by a 3rd party?

    I look forward to your reply!

    Quicken Kristina

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  • S_Sang
    S_Sang Quicken Mac Subscription Member

    I am primary account holder. It's an investment account with daily changes. It is not a sub account. The other Schwab account I have at this login is working fine through Quicken. I don't think it's "serviced by a third party" but it is an HSA investment account originally set up through a HSA bank provider - but it was working just fine for literally years. I have two of these in my Quicken doing this - one for my husband and one for myself and both have stopped working at the same time.

  • EPMD
    EPMD Quicken Mac Subscription Member

    I have the exact same issue. Schwab HSA account downloading and updating just fine for years up until I think the most recent Quicken update. Now, the account balance reads as $0 and is not an option to add the account even after authorizing to do so from Schwab side. I have two other Schwab accounts (brokerage accounts) that are downloading just fine. Just talked to Schwab, they say it's a Quicken issue. Please advise

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your replies,

    To troubleshoot for a file issue, please try restoring a backup from before the issue started and test to see if the issue persists in the newly restored file.

    Please let me know how it goes!

    Quicken Kristina

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  • epicadam
    epicadam Member ✭✭✭

    I am having the same issue. I tried troubleshooting this issue earlier this week and the account still doesn't connect. After spending two hours with Quicken support doing every single troubleshoot, reset, new Quicken file, screenshare, and screenshot, I was told that the account wasn't syncing with Quicken because it did not have any recent activity over $1 and was therefore showing as "closed." That didn't seem true but I instituted a trade just to check and, sure enough, nothing changed with the sync. This is obviously a Quicken issue that needs to be escalated.

  • josh k
    josh k Quicken Windows Subscription Member

    Same issue. Talked to schwab and quicken support and they both point at each other. Started about two weeks ago, I think.

  • EPMD
    EPMD Quicken Mac Subscription Member

    Exactly. I talked to Quicken, they say it's Schwabb. I talked to Schwabb, they say it's Quicken. Extremely irritating. Please can someone fix this issue?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited December 1

    Hello All,

    Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

    We have forwarded this issue to the proper channels to have this further investigated. In the meantime, if you haven't already done so, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation. Please also include a screenshot showing that the account is not showing as an option to add in Quicken.

    Report a Problem QMac.png

    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience!

    Thank you.    

    (CTP-15438)

    Quicken Kristina

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  • EPMD
    EPMD Quicken Mac Subscription Member

    Problem reported as requested. Still waiting on a fix please!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for sending the problem report with log files attached,

    It will help our teams investigate this issue!

    Thank you!

    Quicken Kristina

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  • Kristi Roberts
    Kristi Roberts Member ✭✭✭

    Exact same issue here. Please escalate and advise.

  • Larry G.
    Larry G. Quicken Windows Subscription Member

    Same problem. File logs sent.

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