larschnur ✭✭✭

@artg Could you please attach a screen shot of the download results with the cc800 caption. I am missing something here so I want to see it. You can drag and drop it in the reply.

@artg It is not a false positive. Check your hidden accounts and if there are any, they need to be deactivated. If there are you will have to deactivate all the accounts, I think for investments and …

++Alyssa Yes I checked old accounts and the Charitable accunt had the same financial institution as all the other accounts. Since it is no longer past of Schwab Financial in the Schwab Financial, wor…

My problems with downloads are resolved for now. I move the Schwab checking account and Schwab Charitable to Schwab Investor C financial institution and left the brokerage accounts with the new Schwa…

Schwab Investor C financial institution seems to solve the problem by linking the DAF account there. If only one account fails you get the cc 800 error. When adding the account to Investor C, be very…