How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

Micro151
Micro151 Quicken Mac Subscription Member ✭✭
edited 4:07PM in Errors and Troubleshooting (Mac)

I am using Quicken Classic Deluxe for Mac Version 8.4.2 (Build 804.59835.100). On Schwab, I recently had 2 IRA accounts consolidated into a single account, and since then, have experienced sync issues. After getting frustrated, I deleted the remaining account from Quicken, and then added it as a new account. It synced fine. Unfortunately, it will only sync fine once, and then, the next time I attempt to sync, I get told Quicken cannot connect to that account. The remainder of my Schwab accounts sync fine.

[Edited - Readability]

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Micro151,

    Thank you for letting us know you're encountering this problem. To help troubleshoot, please provide more information:

    • What is the exact error message/code you see?
    • When were the accounts consolidated?
      • Do they show correctly on Schwab's website?
    • Do you have any other accounts with Schwab?
      • If you do, are they accessed using the same login credentials?

    I look forward to your response!

    Quicken Kristina

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