downloading/updating transactions, schwab

Quicken Windows Subscription Member ✭✭✭
edited May 2023 in Download, Add/Update Accounts (Windows)

With all the recent Schwab account issues regarding authorization through the schwab webiste for linking accounts into Quicken, I have somehow ended up with three different sets of schwab download/update listings for various combinations of some or all of the accounts in the vault. Because of the way that the associated accounts are shown, I'm unable to decipher which listing updates which accounts, other thatn the forst 2 or 3. Is there a way to delete the schwab listings in the vault, in order to start over with only one schwab listing?

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  • Quicken Windows Subscription Moderator mod

    Hello @JustKeepOnTruckin,

    Thank you for reaching out to the Community and telling us about your issue.  To clarify, are you talking about the password vault that you'd access by going to Tools>Password Vault, or is this multiple listings for Schwab on the One Step Update settings screen?

    Screenshot 2023-03-17 at 12.32.16 PM.png

    Thank you.

    Quicken Kristina

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  • Quicken Windows Subscription Alumni ✭✭✭✭
    edited March 2023

    If you are using Schwab - which has migrated from Direct Connect to the new EWC+ download protocol,
    then there is no password entry box for One Step Update - and therefore no "vault" of any kind….

    If you have somehow wound up with multiple Schwab account listings - are they all for the same actual account ?
    If so, the overall approach would be to manually combine the transactions you see in one account and move them into the other main Schwab account that is currently actually downloading ….

    It might help to see how the accounts are listed to better be able to tell what's what - Quicken → Account List or OSU -

    1Capture.JPG

    some of the accounts with the "key" do not have a password box
    and are now EWC+…. like Cap One, Schwab, and Chase

    these 2 Schwab accounts are for 2 different folks -

    these Chase accounts are for 2 different folks,
    with one acct just having checking
    and one acct having checking, credit card, and a 2nd checking acct

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