Charles Schwab Validation Process

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tac.light
tac.light Member ✭
in Download, Add/Update Accounts (Windows)
I have a Charles Schwab(CS) checking and banking account. While adding new account per Quicken's process for CS When I'm sent to the Quicken site that list my two accounts and to link them to an existing account. When I go to select either checking or savings it
only displays for account type is tax deferred accounts like IRA, Roth etc.

Please help

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  • Quicken Alyssa
    Quicken Alyssa Moderator mod
    edited November 2021
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    Hello @tac.light,

    Thank you for choosing to come to the Community with your questions and concerns, though I apologize that you have been affected by the Schwab issues. 

    Is this the "accounts found" box that you are looking at when you see this? Is there an option to change the account type?

    If you don't mind, could you please provide a screenshot of what you described seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.



    Quicken Alyssa
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