Quicken one step update not downloading Schwab and Fidelity stock/fund transactions

Just chatted with support. Aware of the situation. Said it may take up to 4 weeks to resolve and that they will not advise the community of the issue. Crazy.

This has been happening since mid-September. When I review the .OFX logs, there is no mention of Schwab accounts (I have 4). Even if there were no transactions, there should be a section of all current positions in each account. I have reset the connections for each account, and have also de-activated them, removed their name and account number from the General tab in Account Details, restarted Quicken, and re-added them.

When I select to do OSU on only Schwab accounts, these are the only entries in the Log (from last evening), which show that nothing is being downloaded:

==== OSU End (20231118/18:57:15) ====

==== OSU Start (20231118/19:24:16) ====

==== OSU End (20231118/19:24:26) ====

==== Mini-OSU Start (20231118/19:30:16) ====

==== Mini-OSU End (20231118/19:30:25) ====

==== OSU Start (20231118/19:48:36) ====

==== OSU End (20231118/19:48:43) ====

Each Start and End combo is Schwab Only.

When the OSU is done, there is no listing of accounts downloaded or how many transactions were downloaded. The dialog screen is just blank.

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Update: @Quicken Anja - I also tried the steps here:

Step 2 says:

Do this: Login to Schwab, Open "Profile" in upper right corner, and Select Security Settings from the drop-down. In Security Settings, Select Third Party Access.

Step 3 says:

Note: the "+" button is not the one on your keyboard, If you have the Accounts Panel on the left side of Quicken, it's on the top row of the panel

These steps did not fix this issue for me.

- Carey

I am on version R53.16 on windows 11. I have a similar probem with one step update not working with fidelity investment accounts. For me, it seems to have started today (11/28/23). one step update seems to be downloading transactions, but not updating stock prices. Has there been any update on this issue?

update: I checked this morning (11/30/23), one step update appeared to work correctly. It downloaded transactions and updated stock prices.

Thanks

If you are looking at Prices in the Holdings window of your account, those prices do get updated when you 'Download quotes and investment information" in One Step Update. However, behind the scenes, your investment prices and shares do update, and if the shares don't match the total in the Quicken Account you may get a screen that tells you the difference between your broker (Fidelity) and Quicken and also provides an opportunity for you to correct the shares differences.

Update: I just checked my one step update process for Fidlity investment accounts as indicated in my earlier post (Dec1).

The one step update runs as if there are no problems and it does download the transactions correctly. It does not update the stock prices. I did look at the individual account "holdings" summary as indicated in imdcareys post (Dec1). It did not update the stock prices on that summary.

So when I select the "quotes" option from the update drop down box. Quicken run the status update and updates stock prices correctly..

so in essence, the one step update has become a two step update after the installation of R53.16.

One other thing I noticed today, before the update to R53.16, when I would first open Quicken it would "update account information", before take you to the opening screen. This would include updating stock prices. Quicken still runs on opening, but no longer updates stock prices.

as I said earlier, it mostly a convience thing, but hopefully a fix for the next update.

It sounds like you have it working. It may be that you hadn't applied the Download quotes… setting. When I do an OSU, I use the Circle icon and then choose Settings. With Settings open, I will normally have Banking accounts and Download quotes selected. However, if I make a change to also include Investment Accounts, I will click Apply to Save the settings currently on the screen. If I uncheck Download quotes and click apply it will no longer do that automatically. If I always want Quotes I select them and click Apply. As long as I don't uncheck them later (and click Apply) the Quotes continue to download in subsequent session.

In short, check Download Quotes, Click Apply, and be careful not to uncheck them going forward unless you intend to stop downloading them.

-Carey

Schwab is still NOT working on R53.26. No transactions are downloaded. I have multiple Schwab brokerage and retirement accounts.

Similar for me, except that Fidelity works fine. Schwab does not.

Possibly related issue. Back in November 2023, I subscribed to Quicken and was able to sync all my other accounts. However, I can't get Quicken to sync with my Charles Schwab account, which is the main reason I subscribed to Quicken in the first place. My timing couldn't have been worse as it was just before the holidays and then I was hit by outrageous amounts of overtime at work, so I wasn't able to take advantage of a refund during the trial period. I was relying on all the positive reviews I kept reading about Quicken, but now I'm stuck with a subscription that doesn't do what I need it to do. Very frustrating. I keep hoping they will fix the problem, but I have made numerous attempts to sync. I have contact Quicken support and Charles Schwab support and nobody seems to be able to help. In fact, nobody seems to know the problem even exists.

Quicken Classic Premier still doesn't download my Schwab transactions. Last successful download was 11/15/2023.

Another issue is Schwab doesn't export transactions in QFX format.