> Something else to check is the length of the p/w allowed on the web site On Thursday, Octoat 1:56:15 PM UTC-5, Zaidy036 wrote: If Quicken is applying the wrong password rules for a Direct Connect account, it is because the financial institution sent the wrong password rules to Quicken (or something interfered with Quicken receiving the correct password rules).

The rules themselves are NOT hard-coded in the Quicken software. Quicken plays no direct role in determining which characters are allowed in passwords for Direct Connect accounts: the Quicken requirements for Direct Connect passwords are set by the financial institution and transmitted to Quicken. Schwab offers Direct Connect downloads for investment and bank accounts - generally speaking, users should be utilizing Direct Connect for downloading whenever possible. Secondly, I have tested using both an asterisk and an exclamation point (which IS a punctuation character) in my Schwab password, and both characters are definitely allowed. Nonsense.įirst, as noted above, Quicken is applying the password rules supplied by the financial institution. Neither release (nor R26.17) prevented a user from entering a password with an asterisk for Schwab - I tested in all three.ĭespite the fact that an asterisk is NOT a punctuation character, a recent post in the above discussion declared unequivocally that Quicken does not allow punctuation in passwords. The original post does not specify what Quicken release is involved (though that should not be material since it is virtually impossible that it is the Quicken software that is responsible for the user's problem).Īt the time the discussion was begun, the two most current releases of Quicken R29.16 and R29.20. Why is Quicken stating that Schwab does not allow '*' or special characters for the Quicken vault?

Charles schwab set up quicken download