ONGOING! 1/5/26 Charles Schwab- Not Able to add HSA Account to Quicken

Quicken Kristina
Quicken Kristina Quicken Windows Subscription Moderator mod
edited January 5 in Alerts, Online Banking & Known Product Issues

We are receiving reports that customers trying to add an HSA account from Charles Schwab to Quicken are not seeing the account in Quicken for addition. The account is visible on the authorization page on the bank's website.

This has been escalated internally, though we do not have an ETA at this time.

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Thank you!
(Ticket #12118754)

Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    UPDATE 12/29/25

    We don’t have an estimated timeline for a resolution, but our teams are actively working to address the issue.

    We apologize for the inconvenience and appreciate your patience.

    Thank you!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    ONGOING 1/5/26

    This issue remains ongoing, and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

    We apologize for any inconvenience and appreciate your patience.

    Thank you!

    Quicken Kristina

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