Re: Another One Step Update Error - TD Ameritrade (Schwab)

On Wednesday, September 6, 2023 at 12:56:39 PM UTC-5, John Pollard wrote:

> The last resort I can think of is to 
> Restore the most recent backup from 
> a QDF file that did not experience the problem.

Tonight (09-06-23) @ 20:08 CDT time I did a One Step Update.
I have checking, savings and investment accounts at Schwab -
plus accounts with multiple other financial institutions, including 
BofA, Discover, Chase, American Express, Vanguard and Fidelity.

My OSU hung and I finally used Task Manager to kill Quicken.

The Schwab updates did not complete; the others did - 
it appears the Schwab update was what was preventing 
the OSU from completing.

I had done an OSU earlier today (at around 13:00 CDT) and 
everything seemed to work ok. The OSU completed on its 
own; the accounts that had activity available for download 
(including Schwab) received their expected transactions.

So when I responded in this discussion earlier today, it did not 
dawn on me that there could be a problem with Schwab. But after 
my experience tonight, I'm thinking there is something going on
with Schwab. 

[Note: I have had no "conversions" of non-Schwab accounts to 
Schwab accounts (nor created ANY "new Schwab accounts) for 
many months, so today's issue does not appear to be related to 
transferring holdings to Schwab. 
Or creating ANY new Schwab accounts for downloading.]

Sometimes when OSU hangs, and Quicken must be aborted; it's 
just one financial institution that is causing the problem.
In those instances, it is may be possible to use "Update Now" 
(or "Update Transactions") to update the non-problem financial 
institutions individually - while waiting for the problem financial 
institution's problem to get fixed.

I don't know whether that will help in your situation, 
but it may be worth a try.

[My everyday Quicken release is R50.16 which is the release 
I referenced for all my earlier posts in this discussion.
Tonight I also tested an OSU with R51.12; and it did not exhibit 
the same problem. My OSU completed without a hitch.
Since I don't try to keep my test file up to date, so I can't be 
certain that everything downloaded - but the fact that Quicken 
did not hang is interesting to me.]

Sorry I'm not up to digging any further into this at the moment. 
You may want to monitor the Quicken Community (as I will) to 
see if there are any others having the problem, and to see 
whether there is any acknowledgement from Quicken.