Charles Schwab brokerage account no longer updating

RickS

Charles Schwab brokerage accounts no longer updating since November 2025. I have tried resetting the connection, making the accounts manual, deleting the institution and adding institution back. When connection is made even with the accounts made manual, I get a message that all accounts have been added. I even tried deleting the accounts altogether and still get the message that all accounts have been added.

SRC54

Everything seems to be working at Schwab.com with our Roth IRA. My connection is fine. I should get a dividend on the 15th so I will check then.

I logged onto Schwab.com and they said that some things weren't working for what it's worth.

The only other thing you might try is going to schwab.com, Profile: Security Settings and removing Quicken from connected apps.

Then if you still have your brokerage as a manual account, you can try to add Schwab accounts again.

Sorry you are having this problem and hope it will get to working again. I know I have had a lot less problem with Schwab than some others.

RickS

@SRC54 Until now, have not had a problem with Schwab since starting Simplifi in 10/2023. I did remove Quicken connection in the Schwab security settings and still get the same message that all accounts have been added. There is an extremely brief screen before that message indicating some kind of error but the screen is so brief I can't grab any details.

SRC54

Bummer. Have you tried with a different browser or in private mode? Did you try on the phone app? This is weird. Deleting the account and the permissions on the website should have cleared it all out.

If nothing else you can try changing your password on the website or even your username to see if that helps.

I am connected to Schwab in both Classic and Simplifi. Good luck. Maybe one of the coaches or another user will have another suggestion.