One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

Question

I have a couple of accounts with Schwab.  They have been working fine until a week ago. I use Quicken Connect to update these accounts and I do that every Friday evening.  Last week I got an error message that the name of the account had changed and the account did not update.  (Other accounts did update, there were transactions during the week that should have been updated.  Co-incidentally this was the first update after I installed Mac version 8.5.1.  The account name - not number - had been changed in Quicken and at Schwab several weeks prior - but not in the prior week.)

I followed the prescribed steps from Quicken to fix the problem.  This involved updating the link with Schwab.  The messages indicated that everything went well.  The next time I tried to update the file I got the same error message.

I repeated the steps above 2 more times - same result.  I then went into account settings and disconnected the account.  Then went into account settings and reconnected the account. Everything looked ok, but no data has been downloaded since March 2 and I know there are dividend transactions.  I am no longer getting the error message as Quicken interprets this link as a new link.

Suggestions?

Quicken Carlos · Answer

Hi @Daffy Duck,

Thanks for your reply, I’m glad to hear everything is working now.

If you need any further assistance, please don’t hesitate to let us know.

Daffy Duck · Answer

I did the Quicken Fix again this evening and it worked.  I have no idea why - just repetition.            Anyway, all is well.  Thanks for your interest.

Daffy Duck · Answer

I am attaching 2 images - I have deleted some data relative to accounts etc.

The first shows the first sign I have a problem it is in the left panel of Quicken.  The blue dots show that the data has been downloaded.  The red dot shows that there is a problem.  The second image shows the information and where I start the process of correcting the problem.  Each time I do this, I the process seems to go with no problems, but when I again try to update the file, I get the same result.

Question for you: Since it seems to me that this problem seems to have coincided with Mac version 8.5.1, I was considering restoring the prior version (8.4.?) from Time Machine and see if that corrects the problem.  But I know sometimes when you update the Quicken Application, when you open your files for the first time Quicken modifies the data base.  So would Quicken 8.4.? be able to read the database as it now exists?

I should also point out that I am running an iMac with Intel inside - I think it was the last Intel iMac.  So I am also running Sequoia.  I don't know if this is a possible issue.

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