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

On 9/6/2023 10:02 PM, John Pollard wrote:
> 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.
> 
> 

FWIW, my single Schwab IRA acct has been fine in OSUs the past few days, 
including this morning (7:15 AM, EDT)
-- 
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Regards -

- Andrew