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Postby dberry1975 » Thu Oct 21, 2021 10:35 am

Mark - its been a few weeks since I've updated the transactions at my client's Schwab account and now I'm getting a message that the transactions cannot download. i've been to the message board and see that others have had recent problems also. What should i do? Dave
I just tried again and the message I get is "failed to retrieve portfolio".
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Joined: Thu Oct 21, 2021 10:28 am

Postby Mark » Thu Oct 21, 2021 1:55 pm

Hi dbery1975,

You'll have to make some updates to your accounts at Schwab to continue retrieving. See the instructions here.
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