Updating the Connection Method for Charles Schwab Accounts in Quicken for Mac

Product Version

Business

Deluxe

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Starter

Overview

Charles Schwab has changed to a new method of providing data to applications like Quicken. Going forward, you'll use a bank-hosted sign-in form to authorize downloads.

Instructions

First, go to Quicken > Check for Updates to make sure you’re using the latest version of Quicken. If an update is available, you'll be presented with the option to download and install the update.
After confirming you are on the latest release, go to Accounts > New > Investments > Brokerage
Select Charles Schwab & Co, Inc. as the name of the financial institution, and click Continue
You will be prompted to log in to Charles Schwab with your Charles Schwab credentials
A list of the Charles Schwab accounts available for download in Quicken will appear. Select all these accounts and LINK them to your existing accounts in Quicken.

Last updated: 11/02/2021 Article ID: GEN00804

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Updating the Connection Method for Charles Schwab Accounts in Quicken for Mac

Overview

Instructions

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