Schwab Access code not working?

[dlevy]

My Schwab token for retrieval of transactions and for reconciliation stopped working today. Before I following the instructions on the Fund Manager popup window to get a new token, I thought I'd check to see if others were having the same issue. Thanks, David

[Homer]

Yes. You have to get Schwab site to assign a new code.
Right click on portfolio in FM. Choose Properties. Click on Transaction Retrieve Settings and follow instructions including signing into Schwab, re-choosing the accounts you want to link, and following the instructions until you can select Done in Schwab and close in FM. Successful completion will establish new codes for all linked accounts (or at least the ones I've tried).