Get Access Code

by **Good_Vibe** » Tue Jul 01, 2025 5:50 am

Mark:
Am having the same problem that I had 02/02/2025. Unable to get "Get Access Code" to work. The list of possible brokers no longer has Charles Schwab; only thing available now is "Charles Schwab - NEW". When I trigger "Get Access Code" nothing seems to happen.

Sorry to bother you again with this problem but I don't know what to do. Most recent transaction download to Fund Manager from Charles Swab was Saturday, 06/28/2025.

Need your help once again.
Thanks, Phil

by **Good_Vibe** » Tue Jul 01, 2025 6:08 am

Mark:
Do get messages from Charles Schwab that the access code has been updated but cannot down load transactions.
Thanks, Phil

by **m4boys27** » Tue Jul 01, 2025 6:09 am

Hi Mark,
I am also having trouble with Schwab Access codes this morning. I last successfully downloaded on Saturday, 3 days ago. But this morning, I got an error saying that the access codes failed to verify. So I deleted my access code and followed the directions to get a new Access code. I've confirmed that I'm able to get a new access code, but the new one won't verify either.

The error message at the bottom of the dialog box says:

Error: Unable to Verify Token FIle. Use "Get Access Code..." to obtain a new Access Code.

Need help!

Thanks,
Steve

by **LungDoc** » Tue Jul 01, 2025 7:06 am

I'm having same problem. Was able to get new access code last week without difficulty, but not working this morning. Thanks for your anticipated help (again)

by **Mark** » Tue Jul 01, 2025 9:07 am

Are you all still having this problem? I've tested it from here, and Schwab seems to be working properly at this time. I'm hoping it was a temporary issue with Schwab.

by **Good_Vibe** » Tue Jul 01, 2025 9:54 am

Mark:
Thanks. Attempted to get this to work seven times this morning between 6:30 AM and 8:15. Schwab claimed they were updating the access codes but the transaction download failed every time. Don't comprehend what was happening but glad it works now.

THANKS! Phil

by **henrikk** » Tue Jul 01, 2025 10:17 am

I can confirm it did not work for me this morning. Multiple attempts. It now works. The problem must have been on Schwab's side of this. I do appreciate they fixed it quickly.

by **m4boys27** » Tue Jul 01, 2025 11:40 am

It is now working, after getting new access codes and account numbers.

Thanks for the support.

Steve

by **LungDoc** » Tue Jul 01, 2025 12:26 pm

Works now. Must have been a Schwab issue. Now if Vanguard could only get on the stick.

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