Schwab downloads

Apr 18, 2023 Last reply: 3 years ago 22 Replies

Did you ever check out download results in the new file?

Have you tried downloading from Schwab to the file you created, since you got this most recent Schwab download failure?

If Schwab downloads successfully to the new file, but not the old, that suggests something may be wrong in your old file. You might bring the old file/new file results to Quicken's attention when you report the problem.

I don't think Schwab would download at all in a one step update, but yesterday it did. The scheduled update that runs automatically did not work, but a subsequent one step update of everything did include Schwab trasactions.

Also, the new Schwab file worked on a one step update but I have not tried a scheduled update when there were any Schwab transactions to download.

There were no new Schwab transactions this morning, so no way to check. I will run a scheduled update on both files in the morning.

If that ends up being the case, I certainly will. Thanks!

I've noticed in the past that manual downloads seem to update the financial institution data when its available, fixing broken One Step downloads.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required