Charles Schwab 401k data appears corrupt

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    The QIF file format, which is the one you would need for investments, gives the option of all accounts or selecting just one.

    Screenshot 2025-05-10 at 11.33.01 AM.png

    I recommend testing to make sure the issue is resolved in the new file before reconnecting the other accounts.

    I hope this helps!

    Quicken Kristina

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  • Scott
    Scott Member ✭✭✭

    Any updates at all on what is going in with Charles Schwab or is Quicken Classic Premier not able to be set up with Schwab for importing transactions/activity?

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