In case you haven't gotten the email from Quickens CEO here it is.
"Quicken Customers:
I wanted to update you on some recent Quicken connectivity changes. Last week we were required to upgrade your Schwab Connectivity method. For most of you, this transition was smooth and you were up and running on your own with few or no issues. However, for some of you, this transition did not go as well as planned and we apologize.
The details Over the last three years, we have been working to update and improve Quicken?s connectivity to financial institutions. This has entailed one major change to the way we get data and numerous minor enhancements. Most of these updates have been (happily) invisible to Quicken customers.
In the recent case with Schwab, the changes required were extensive and the timeline was tight. Most of our customers were prompted to re-authenticate with Schwab?s embedded web login and were then able to continue downloading without significant interruption.
Unfortunately, not everything went according to plan for all of you. Some of you were unable to disconnect and reconnect to the new institution and others experienced issues with missing or duplicated transactions. Although we quickly deployed software updates to address these problems, it took about five days for them to take effect.
On top of that, our Customer Care capacity had been planned based on our earlier, largely incident-free, migrations. As a result, we were not adequately staffed to handle the contacts, and Care wait times were far higher than usual.
Going forward There will be more upgrades in the coming year as we work with our Financial Institution partners to modernize, improve, and help ensure the security of our data connections. We will apply what we have learned in the last two weeks to make future changes as simple, understandable, and as error-free as we possibly can. We will also communicate more often with you about upcoming changes and adjust our Customer Care staffing plans to minimize long wait times during connectivity changes.
We are truly sorry that the Schwab changeover was difficult for some of you. The good news is that, once migrated, our customers are experiencing excellent reliability with the new system and the same complete, up-to-date investment information that they are accustomed to. As a company, we are pleased to be partnering with forward-looking financial institutions such as Charles Schwab, which has taken the initiative and made the technology investments to move to a durable, secure, data connectivity system that will serve Quicken users for many years to come."