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Schwab not downloading any transactions since 4-28-26

Rick8

I have 4 accounts at Schwab. Several have completed transactions from yesterday 4/28 that are not downloading. These are sales for more purchases today. Quicken should update at least 4 times a day to be useful for investing. I am not talking about day trading, just normal but important information like a bond is called, deposited, cash balance update for further purchases. PLEASE FIX THIS. I do not want to go through another Schwab Summer Failure like 2 years ago!!!!!!!!!

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Comments

Quicken Laura

Hi @Rick8,

i’m sorry to hear you’re experiencing issues with your Schwab downloads in Quicken. If this is the first time this has happened, it may be related to one of the common scenarios below:

1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

4. Was the missing transaction incorrectly matched to another transaction in the register? This is common with repeating payments made to the same payee for the same amount.

5. Are these transactions still marked as "pending" on your bank's website? Pending transactions have been authorized by your bank but not cleared and paid from your account yet. Most banks don't allow transactions to download until the transaction clears the bank.

6. Have any transactions been deleted recently? Transactions won't download again after being deleted. If a transaction was deleted in error, you can re-enter it manually (if there's a large group of deleted transactions, it may also be easier to restore a backup).

7. Was the transaction moved from one account register to another? Click on All Transactions in your account bar and search for the missing transaction. If you find the transactions in an incorrect account, you can move the transactions to the correct account: just select the transaction(s), right-click, and select Move transaction(s). Select the correct account and click OK.

8. Was an older backup restored after you accepted the downloaded transaction(s)? The backup file will restore account information up to the date it was created, which may be before the missing transactions were downloaded.

These steps are based on guidance from our Quicken Support articles. If the issue persists after reviewing them, please let me know if you’re receiving any error messages during updates, and include the exact wording if possible.

Looking forward to your response!

Rick8

Quicken Laura,

Thanks for responding. I have done all the above. No change. I believe the Intuit Servers are only allowing downloading once a day. This is unacceptable for any investor. I just completed another download around 4:45 PM and all worked fine. So today, Schwab/Intuit did not allow downloads from around 10:30 AM, when I tried my first download (which did not work) till 4:45 PM.

Quicken Laura

Hi @Rick8,

Thank you for the detailed follow-up.

To clarify, Quicken (and our aggregation service) does not limit Schwab downloads to once per day, and there is no restriction on how often accounts can refresh.

What you are likely seeing is related to when Charles Schwab makes updated transaction data available through their feed. Investment transactions are often posted in batches throughout the day, so at certain times, there may simply be no new data available for Quicken to download. Later, when Schwab publishes additional updates, they will then appear in Quicken.

Based on your description, where updates appear successfully later in the day, this points more to data availability timing on Schwab’s side rather than a Quicken connection issue.

If the pattern continues or doesn’t match what you see on Schwab’s website, you can contact Quicken Support directly for further assistance. They can guide you through additional troubleshooting steps in real time and escalate the issue if needed.

You can find the Quicken Support phone number here: Support Home | Quicken. Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

Please feel free to reach out if you have additional questions.

Rick8

Thanks