Unable to get data for Schwab 401k

Scott

This seems to work sporatically and now it's not working again. When adding a Schwab Account to Quicken I see there are two options for download data:

1. Charles Schwab & Co., Inc. > which works for stock and investments. No longer works for 401k.
2. Schwab Retirement Plan Services > seems to find the account but only by default goes to Simple investing but then no data is actually downloaded so I of course shows a $0 balance.

I have to say Quicken is rather frustrating. I've been with it since the mid 90s but since it's gone subscription I've never had so many problems like I do now.

Please help,

Scott

Quicken Laura

Hi @Scott,

I understand how frustrating this can be. Have you tried connecting through 401(k) Access? If not, please create a backup of your file first, then disconnect and reconnect the affected account(s) by following the steps below.

1. Deactivate the affected accounts

1. Select the Tools menu and select Account List....
2. In the Account List, select the account you want to deactivate, and then click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. Click Yes to the message confirming if you want to disable this service. 

2. Reactivate and relink the accounts

• Go to Tools> Add account
• Select the bank for the deactivated account(s). If prompted, select the connection method.

• Enter your credentials and click Connect.
• When the list of located accounts appears, choose LINK next to each account you want to reactivate (do not choose Add, as that would create duplicates).
• Click Next then Done on the last prompt.

Please let me know how it goes. If you encounter any errors during the process, feel free to share the details, and I’ll be happy to help.