Lost connectivity to Schwab

movieman12345

All my Schwab accounts are showing the following error:

When I proceed with the Reconnect Account workflow, connection with Schwab is established successfully, after which I see this message:

When I cancel out of this screen, the original error still persists. Please help resolve, thanks.

Coach Natalie

@movieman12345, thanks for reaching out to the Community with this issue!

Since Charles Schwab is one of our OAuth API banks, let's have you establish a completely fresh connection and gain a new access token:

1. Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
2. Navigate back to Quicken Simplifi and make all of your accounts with this bank manual by following the steps here.
3. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank and reauthorize your accounts.
4. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

If the issue persists, please try the same steps from a different browser or in incognito/private mode.

Let us know how it goes!

movieman12345

This worked, thank you!

Coach Natalie

@movieman12345, woohoo! Thanks for posting back to let us know.