Charles Schwab Transactions Will Not Download

TonyNapolitano
TonyNapolitano Quicken Windows Subscription Member
edited October 28 in Download, Add/Update Accounts (Windows)

I have three Schwab Accounts. They will not download transactions as of 8/30/2025. I deactivated all three in Quicken and switched off the Quicken authorization in Schwab per a prior Quicken community support post. I then when to re-add the accounts via the + sign and searching for Schwab. I authorized the connection and linked the Schwab accounts to the accounts in Quicken. Every time I update Quicken says that holdings and share prices have been updated, but it says nothing about new transactions. It shows as connected through "Express Web Connect+" and states a current "last download" date and time, but none of my new transactions have downloaded. I am on Quicken R64.30 Build 27.1.64.30

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @TonyNapolitano,

    Thank you for sharing your experience and providing all the details you have.

    You are off to a great start. You have already done the first steps that I would have suggested, so awesome job there!

    At this point, I would consider these to be missing transactions. For that, you can follow this Support Article.

    Let me know how it goes!

    Quicken Alyssa

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