Charles schwab "You have already added all your accounts" (edited)
Hi - I am getting ""You have already added all your accounts" problem with my Charles Schwab accounts since Aug 12th. I reported to customer care on Aug 13th, they made me try few suggestions to add/remove but it did not work. I sent them few screenshots they asked for. But the issue is not fixed yet. Can you help with that?
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My Charles Schwab accounts are downloading as expected. Are you trying to do a connection refresh or something?
The couple of times I've had to go through the reconnection process for an online account, I went to the bank website, in this case brokerage, logged into my account, located the page that showed which external apps are connected to my account and deleted them. Then I went back to QSimplifi and followed the steps to reconnect accounts.
Oh, yes, I opened my browser in the InPrivate mode (Incognito or some such in different browsers).
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Hi Danny - thanks for the reply. Yes I tried those steps as directed by the Quicken customer service rep on the call. It did not work, so she asked me to submit the screenshots
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@bharathbselvaraj, thanks for posting to the Community!
Since you already reached out to Chat Support for this issue, you'll want to continue working with them. It looks like they may be waiting for a reply from you. You will want to navigate to 'Messages' in the Help Center to access your open chats.
Feel free to post back with the outcome in case it helps other users!
-Coach Natalie
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Hi I am not getting any help on this. I am still not able to connect my Schwab accounts. Every time its a different answer from the customer care. I am really frustrated by the level of support this paid software is providing.
I am stating my problem again, 'I have two accounts with schwab, a brokerage account and an equity awards account, Quicken Simplifi connects only to the brokerage account, it doesn't even pick up the equity awards account. This is happening for more than a month now, before this both these accounts were connected'
Can someone help me with this
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@bharathbselvaraj, we now have an Alert for the missing Equity Awards accounts that you can follow for updates:
Thanks!
-Coach Natalie
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