Charles Schwab: Accounts Require Authorization Multiple Times

Product Version
Business
Deluxe
Premier
Starter

Overview

Schwab is changing the way you access and download your account information into Quicken. This change requires you to reauthorize your Schwab accounts for transaction download. In some cases, the message to reauthorize continues to appear even after the reauthorization process has been completed for the Schwab accounts.

Cause

This behavior may occur if there are any hidden or closed Schwab accounts in your data file that are still connected for downloads.

To resolve this issue

If you experience this behavior and do not have multiple data files, please check the Account List for any hidden or closed accounts that are still connected for transaction download.

  1. Go to the Accounts menu and select Hide and Show Accounts.
  2. Review the list for any Schwab accounts that may be marked as hidden and/or closed. 
  3. Uncheck the box so they appear in the account list again. 
  4. Go to the account list on the side and right-click the Schwab account you unchecked the Hide option for.
  5. Select Edit [account name] Settings.
  6. Go to the Downloads tab and select the Disconnect Account button.

Once these accounts have been deactivated from downloads, the prompt to authorize the accounts should no longer appear. 

 

Help us improve our support center

On This Page