USAA Investment Accounts Not Updating

Product Version
Windows
Mac

Overview

Charles Schwab has acquired USAA Investments and as a result Quicken users have to deactivate and reactivate their USAA Investment account connections in Quicken.

 

To resolve this issue

First, follow the steps here to deactivate your USAA account(s) in Quicken. 

Second, go to the Charles Schwab website and sign into your account. Once logged in, go to Security Center > Third Party Access and enable third party access within their security center.

Lastly, reactivate your account(s) in Quicken with these steps. When selecting the financial institution, use Charles Schwab & Co., Inc

 

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