Then add the accounts back by searching for Schwab in the add account window but use Investor C instead of 'Schwab & co' Investor Bank C is a legitimate Schwab web siteįirst you have to erase the 'zz or zzz- Schwab' nomenclature in the financial institution, and deactivate the account. Yesterday, with his help I was able to download my transactions using 'Schwab Bank Investor-C' one of the options that pops up it you type 'schwab' into the search bar at 'Add an account'. I reached a knowledgeable guy in tech at Schwab who says they started transitioning to this new bank type authorization last month, because it is more secure and does not share our passwords with Quicken. Here is one example from the Quicken Support website. Forcing us to manually enter transactions at the end of the year is very time-consuming and defeats the purpose of using their software. I've been using Quicken for a very long time and this is the worst software snafu I've encountered. I am not aware of any changes that Fidelity has made to their download process only Schwab. My Fidelity accounts don't seem to be affected however that is one of the side-effects that I often saw: other financial transactions stopped working randomly! For your Fidelity account, you should be able to safely go to the 'Edit Account' page in Quicken - then the 'Online Access' settings - Deactivate the account followed by re-activating the account. I've decided to enter my transactions manually until I see some evidence on their Support site that there is a reliable fix. When I logged into the Quicken Support website, I found many reports of people losing their data and getting unexpected side-effects by following Quicken's advice to re-authorize! It seems that the Quicken side of this change is very unstable. I, too, have been unable to download my Schwab accounts.

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