Charles Schwab brokerage account no longer updating
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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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.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
@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.
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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.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
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!
-Coach Kristina
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@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.
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@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.
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@Coach Kristina Typed transaction date above that should be 11/28/2025 instead of 11/18/2025.
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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!
-Coach Kristina
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@Coach Kristina Done.
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