Why Does the Sync Fail?
Syncing issues with Charles Schwab can be frustrating, but understanding the root cause can help. This problem arises due to the refresh token expiring after 6-7 days. The refresh token is a security feature that allows your account to remain connected for a certain period. Once it expires, the sync fails. While this adds security, it means periodic re-authentication is necessary.
Note: This is a known limitation on Charles Schwab's end. Our team is actively working with Charles Schwab to find a more permanent solution, potentially extending the token's expiration to 1 year.
Instructions for Reconnecting Your Account
If you notice your trades are not importing, follow these steps to re-authenticate your Charles Schwab account:
Visit the Broker Sync Page:
Go to the TradeZella broker sync page. You can access it here.
Alternatively, navigate to the broker sync page by hovering over the sidebar, clicking on the "Add Trade" button, and selecting the "Broker Sync" option.
Check Sync Status:
On the broker sync page, find your Charles Schwab account.
If the sync status shows as "failed," proceed with the reconnection steps.
Resync or Reconnect:
Click on the "Resync" button first. This may resolve the issue by re-authenticating without requiring you to re-enter your credentials.
If the resync button doesn't resolve the issue:
Click on the "Reconnect" button. This will take you to the reconnection page.
Select Start Date:
On the reconnection page, select a start date for syncing. You can choose a date after the last successfully imported trades. For example, if your sync failed on July 2nd, select a start date of July 1st or 2nd.
Complete the Reconnection:
Click on the "Connect" button.
Follow the prompts to agree to the steps and complete the reconnection process.
Important Note: During the reconnecting process, ensure you select all accounts you have linked or plan to link with TradeZella. Failure to select all relevant accounts may result in sync failures for those accounts.
Verify Sync Status:
Once completed, check the sync status on the broker sync page. It should now show as "Success."
By following these steps, you can successfully reconnect your Charles Schwab account and resume seamless trade imports into TradeZella.
Need further support? Contact our support team on support@tradezella.com