Charles Schwab info from Quicken

v+ik's Avatar


11 Nov, 2021 11:56 PM

I got this email from Quicken (even though I converted to Moneydance, they still have my email address). Not sure exactly what is changing.

Charles Schwab is changing the way you access and download your transactions into Quicken. We have updated Quicken to accommodate these new changes.

To prevent any disruption in your Charles Schwab downloads, please update Quicken now to version R36.38.

To update to the latest version of Quicken, simply open your Quicken program and go to Help > Check for Updates.

NOTE: if you’ve already updated Quicken to version R36.38 or higher, no further action is needed at this time.


The Quicken Team

  1. 1 Posted by dtd on 12 Nov, 2021 12:35 AM

    dtd's Avatar

    just a user

    Thanks for the update. Schwab continues to change things, often to the detriment of their clients, and always without updating their clients.

  2. 2 Posted by dtd on 12 Nov, 2021 12:37 AM

    dtd's Avatar

    I also doubt they will fix Quicken 2017 (the last non subscription version) to work with the "new Schwab" - so this will force those who have stayed with Quicken to move to the subscription model.

  3. System closed this discussion on 11 Feb, 2022 12:40 AM.

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