How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?
I am using Quicken Classic Deluxe for Mac Version 8.4.2 (Build 804.59835.100). On Schwab, I recently had 2 IRA accounts consolidated into a single account, and since then, have experienced sync issues. After getting frustrated, I deleted the remaining account from Quicken, and then added it as a new account. It synced fine. Unfortunately, it will only sync fine once, and then, the next time I attempt to sync, I get told Quicken cannot connect to that account. The remainder of my Schwab accounts sync fine.
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Answers
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Hello @Micro151,
Thank you for letting us know you're encountering this problem. To help troubleshoot, please provide more information:
- What is the exact error message/code you see?
- When were the accounts consolidated?
- Do they show correctly on Schwab's website?
- Do you have any other accounts with Schwab?
- If you do, are they accessed using the same login credentials?
I look forward to your response!
Quicken Kristina
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Hello @Micro151,
We haven't heard back from you in a while. Do you still need assistance?
Check back and let us know! Thank you.
Quicken Kristina
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Hello again,
Checking in once more before this thread is closed.
Let us know if you still need assistance.Thank you!
Quicken Kristina
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