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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.

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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.

Coach Kristina

Hello @RickS,

Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. What kind of account is the problem account (brokerage, 401k, HSA, etc.)? Have there been recent transactions in the problem account?

I look forward to your response!

RickS

@Coach Kristina The accounts are brokerage accounts associated with Lively HSA accounts. Dividend transactions from 11/18/2025 did not update to Simplifi and the account balances in Simplifi remained static. Simplifi did not report any connection or update problems. Even after deleting the accounts and institution from Simplifi and removing the Quicken access in Charles Schwab, when I try to make a new connection, there is a very brief screen that says problems encountered and then a screen that says all accounts have already been added - screenshot attached.

Screenshot 2025-12-13 at 9.17.30 PM.png

RickS

@Coach Kristina @SRC54 I also just tried to make the connection using iPhone and still get the message that all accounts have already been added - see attached.

IMG_2526.png

RickS

@Coach Kristina Typed transaction date above that should be 11/28/2025 instead of 11/18/2025.

Coach Kristina

Thank you for your reply,

To help further investigate this issue, please send logs. You can do this by following these steps:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Thank you!

RickS

@Coach Kristina Done.

Coach Natalie

@RickS, thanks for sending the logs!

To investigate this further, we will need the following data from you:

Has there been any activity in the accounts in the last 90 days?
Are the accounts considered external accounts (i.e., are you redirected to a different website when selecting the accounts on the bank's website)? If so, what URL are you redirected to?
Are the accounts a subtype of a different account?
Has the bank made any recent changes to its website or sign-in process?
Are you the owner of the accounts?
The names of the accounts, as they appear on the bank's website.
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

We look forward to your reply!

RickS

@Coach Natalie

Has there been any activity in the accounts in the last 90 days? Yes, transactions for past 6 months are attached.
Are the accounts considered external accounts (i.e., are you redirected to a different website when selecting the accounts on the bank's website)? If so, what URL are you redirected to? They are not external accounts, you logged directly into Charles Schwab at https://www.schwab.com/client-home
Are the accounts a subtype of a different account? No
Has the bank made any recent changes to its website or sign-in process? Not that I have been made aware of.
Are you the owner of the accounts? I am the owner one, spouse the other.
The names of the accounts, as they appear on the bank's website. HSA Brokerage
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers. Screen is not large enough to see the entire landing page. There was an option to print the page and those are attached.
Transaction History 6 mos Charles Schwab795.pdf

Transaction History 6 mos Charles Schwab742.pdf

Account Summary Charles Schwab795.pdf

Account Summary Charles Schwab742.pdf

RickS

@Coach Natalie I was able to get screenshots of the landing page with page zoom at 50%. They are attached.

Screenshot 2025-12-15 at 12.32.25 PM.png

Screenshot 2025-12-15 at 12.33.08 PM.png

Coach Jon

Hello @RickS,

Thank you for the requested information! You mentioned you and your spouse are the owners of these accounts, and provided two account summary screenshots. Can you let us know if these accounts are accessed via separate login credentials?

-Coach Jon

RickS

Yes, each account has a separate login.

RickS

@Coach Jon Yes, each account has a separate login.

Coach Jon

Hello @RickS,

Thank you for the clarification. I have reported this issue to our product team and will be sure to follow up as we receive further updates on this issue here.

In the meantime, you can track the account by adding the investment accounts manually: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_933c74c4b4

And here is how you can add and edit holdings or cash to the manual investment account to keep your records up-to-date: https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30 and https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_034717f2b3

-Coach Jon

CTP-15649

RickS

@Coach Jon Thanks Jon. Unfortunately, I have deleted both the accounts and institution in an attempt to establish a new connection. I added the account balances to manual accounts under savings pending resolution.

RickS

@Coach Jon Tried adding the Charles Schwab accounts today and they were successfully added. Did the product team do anything or did it clear up on its own?

Coach Jon

Hello @RickS,

Thanks for letting us know! I am glad to hear the issue cleared up for you. I am not aware whether they did anything specific to fix it, but I know they have been working on the issue we reported.

I will go ahead and close out the ticket and let them know this is now resolved!

-Coach Jon