Schwab Acct downloads, but figures are off
Hi - I have researched the online threads for my question, cannot find any. I have Quicken 2020, with several Schwab brokerage accounts that I download and synch to Quicken. A few of the accounts do synch properly, but most are not showing the same value as my Schwab broker account (and it should). I download, then "accept" all the transactions. If things are way off, I will delete the account entirely in Quicken, the setup a new account, download again, which I assume would then correctly match my online Schwab figures...they do not. This tells me that something is either wrong with Quicken software or Schwab's download process. Does anyone else have this problem, and know how to fix?