Syncing with Schwab

Question

I have have several Schwab accounts with different purposes and entities. For example, I have a non profit account and a separate Quicken account for that. In addition, my sons have accounts on Schwab that is also tied in to my accounts. When they went to setup their new Quicken accounts, they picked their account to upload but it kicked my accounts out. Did the same thing to me when I tied it to my Non Profit account. Now when I tried to reactivate my personal accounts since it unchecked those, the downloads included a hundred plus years old incorrect transactions that I would have to start all over again to correct.

So, How can I set up different quicken accounts with specific Schwab accounts where each Quicken account can access only it's brokerage account? And secondly, is there a way to reconnect my personal accounts without updating bad transactions from up to 4 years ago? So frustrating.

Quicken Kristina · Answer

Hello @Vince3,

Thank you for reaching out! To help troubleshoot, please provide more information:

* When did you first notice this issue?
* Were all of the accounts previously connected/working?* If they were, was there anything that seemed to trigger this problem?

* Are the accounts all under the same credentials with Schwab?
* Are you authorized users on each other's accounts?
* Are you deselecting any accounts when authorizing on Schwab's website?* If you are, this may be the reason for the issue. Deselecting on their website revokes authorization completely, not just for the set of accounts you're connecting.

I look forward to your response!

Vince3 · Answer

I meant to say there's a hundred plus transactions that will take forever to sort through and correct. Surely there's a better way to do this.