Charles Schwab transaction downloads are (again) not working

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

I'm using Quicken Release R52.28 in Windows. Tried to consolidate September 2023 month-end Schwab statements with Quicken and had to realize that no transactions (investments and checks) since about September 19 2023 were downloaded! This is really terrible - I now have to enter a huge amount of daily transactions manually…..for 4 accounts (investment trusts, IRA's). What's going wrong?? Please address this ASAP. Thank you.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @jeadec,

    Before I can further assist you, let's gather some more information.

    Are you receiving any error codes or messages? What exactly is occurring when attempting to download transactions? Did this issue occur after a recent update?

    I look forward to your response.

    -Quicken Jasmine

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