Schwab Retirement Services

carlyn.irwin
carlyn.irwin Member ✭✭
edited December 9 in Download, Add/Update Accounts (Windows)

Quicken stopped updating my account in October. I have deactivated and tried to reconnect but I am getting an error message ("CUSTOM-0") when I try this. I know my login credentials are correct.

Please help!

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @carlyn.irwin,

    Thank you for letting us know you're seeing this issue. This is a known issue. According to the alert, Charles Schwab has shut down the Retirement Services (DC) Direct Connect server. Because that host is gone, One Step Update will not be able to update accounts connected to that connection option.

    If Schwab supports QFX, you may still be able to update the account using Web Connect/QFX.

    I hope this helps!

    (Ticket #12017921)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories