Since this summer, my Quicken 2020 for Windows won't sync with my Schwab accounts
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CHS138
Member ✭
I have Quicken 2020 for Windows R23.17, Build 27.1.23.17
I have been syncing my Schwab brokerage accounts for years. Suddenly, a few months ago I got an error message each time. I checked Schwab and 3rd party access is enabled. I called Quicken and was told it was a Schwab problem. I called Schwab and got escalated through 3 people with no resolution.
I made a test file and the same thing happened.
When I disconnected the accounts in Quicken from Web Connect and then attempt to reconnect, it finds my accounts correctly in Schwab but then crashes when it tries to load/link.
Please advise.
I have been syncing my Schwab brokerage accounts for years. Suddenly, a few months ago I got an error message each time. I checked Schwab and 3rd party access is enabled. I called Quicken and was told it was a Schwab problem. I called Schwab and got escalated through 3 people with no resolution.
I made a test file and the same thing happened.
When I disconnected the accounts in Quicken from Web Connect and then attempt to reconnect, it finds my accounts correctly in Schwab but then crashes when it tries to load/link.
Please advise.
0
Best Answer
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Hello CHS138,
Thank you for providing the error message, although I apologize that you haven't received a response.
If you haven't already, please take a moment to review the steps and information available here regarding the OL-209 error.
If the steps above do not resolve the issue, you will need to contact your financial institution. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary.
Thank you,
-Quicken Tyka~~~***~~~5
Answers
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Hello @CHS138
Thank you for taking the time to share the details of this issue with the Community, although I apologize that you have not yet received a response.
If you haven't already, I would recommend reviewing the information and steps available here.
If the error persists after following those steps, please let us know what the error being received is.
Thank you,
Sarah0 -
I already did that several times.
Here is the error: OL-209-B
CHS0 -
Hello CHS138,
Thank you for providing the error message, although I apologize that you haven't received a response.
If you haven't already, please take a moment to review the steps and information available here regarding the OL-209 error.
If the steps above do not resolve the issue, you will need to contact your financial institution. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary.
Thank you,
-Quicken Tyka~~~***~~~5
This discussion has been closed.