One of my investment accounts has stopped updating. Now I get an error message.

Daffy Duck
Daffy Duck Quicken Mac Subscription Member ✭✭✭
in Errors and Troubleshooting (Mac)

I have a couple of accounts with Schwab. They have been working fine until a week ago. I use Quicken Connect to update these accounts and I do that every Friday evening. Last week I got an error message that the name of the account had changed and the account did not update. (Other accounts did update, there were transactions during the week that should have been updated. Co-incidentally this was the first update after I installed Mac version 8.5.1. The account name - not number - had been changed in Quicken and at Schwab several weeks prior - but not in the prior week.)

I followed the prescribed steps from Quicken to fix the problem. This involved updating the link with Schwab. The messages indicated that everything went well. The next time I tried to update the file I got the same error message.

I repeated the steps above 2 more times - same result. I then went into account settings and disconnected the account. Then went into account settings and reconnected the account. Everything looked ok, but no data has been downloaded since March 2 and I know there are dividend transactions. I am no longer getting the error message as Quicken interprets this link as a new link.

Suggestions?

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Answers

  • Daffy Duck
    Daffy Duck Quicken Mac Subscription Member ✭✭✭

    Last night I disconnected the account in question. Shut down Quicken and my Mac. This morning I restarted my Mac and Quicken and attempted to reconnect the account. Everything went as expected, but when I finished Quicken says that it can not connect to the account.

    I talked to Schwab Tech Support and we reviewed the activity and they feel the problem has to be on the Quicken account.

    Frankly, the only thing that makes sense to me is that for some reason something happened to Quicken when I updated to 8.5.1.

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Member, Moderator mod

    Hi @Daffy Duck,

    Thank you for taking the time to contact the Quicken Community and for sharing the troubleshooting steps you’ve already taken.

    To better understand the issue, I have a couple of questions:

    • Could you please upload a screenshot of the error you are currently receiving?
    • Is the account you’re trying to add a joint account? If so, are you using the main set of credentials?

    I’ll be here and look forward to your reply.

    Quicken Carlos

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