Charles Schwab Account Linking Issues in Quicken Simplifi

daldens
daldens Member
edited October 13 in Adding and Updating Accounts

All Charles Schwab accounts are failing linking (investment accounts, IRA, SEP) and I've been told by Quicken agents to keep an eye on the below thread for updates. I'm hoping this has not been an open issue since May like the other post insinuates? Not being able to load in our Charles Schwab accounts is impactful to our ability to use Quicken Simplifi as the product is intended - we cannot see our full net worth nor the movement of these accounts without signing in directly in Charles Schwab.

https://community.simplifimoney.com/discussion/comment/52457#Comment_52457
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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @daldens,

    Thank you for letting us know you're seeing this issue. Non-Equity Awards accounts should not be impacted by that temporary pause. What is happening when you try to link your Schwab accounts? Are you seeing any error messages/codes?

    I look forward to your response!

    -Coach Kristina

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