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Charles Schwab is not working

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This discussion was created from comments split from: Help with Morgan Stanley Connection issue.

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Scott

I see Charles Schwab isn't working again either.

Quicken Carlos

Hi @Scott,

To better understand the issue you’re experiencing with Charles Schwab, I’d like to ask a few questions:

Are you unable to update your Schwab accounts, or are you having trouble adding or reconnecting an account?
Are you receiving an error message or error code? If so, could you please provide a screenshot of the error?
Does the update appear to complete successfully, but no new transactions are downloaded?
Are all of your Schwab accounts affected, or only specific accounts?
What connection method are the affected accounts using?
- Go to Tools > Account List.
- Find the Charles Schwab account and click Edit.
- Select the Online Services tab.

The answers to these questions will help us better understand what you’re experiencing and determine the appropriate troubleshooting steps.

I look forward to your reply!

Isai Vasquez

I'm trying to connect my Charles Schwab account, but I can't.

Quicken Carlos

Hi @Isai Vasquez,

Thanks for joining this thread and for sharing a screenshot of the error you’re seeing.

This error can occur when something prevents Quicken from completing its connection to your financial institution. For example, browser settings, pop-up blockers, VPNs, or antivirus software can sometimes interfere with the connection.

If you haven’t already, I suggest changing your default browser to see if that resolves the issue.

To do so:

Open Settings by selecting the gear icon from the Start menu.
Select Apps from the left menu, then select Default apps.
Under Set defaults for applications, search for your preferred browser, such as Google Chrome or Firefox.
Select the browser, then click Set default at the top of the screen.

After you change the default browser, try reconnecting the account again.

I hope this helps. Let me know how it goes!

Quicken Carlos

Hi @Isai Vasquez,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.