multiple logins to schwab

i have login for separate accounts for exwife. We share access to her IRA, but not her brokerage. I have been unable to set up sync for her brokerage. My sync works fine for all my accounts and for her ira. I noticed closed thread for similar question for USbank. I have been unable to set up sync for her brokerage acct.
Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.

Best Answers

  • india just
    india just Mac Beta Beta
    Accepted Answer
    Correct! Schwab has a setting to enable OFX transactions, such as automated downloading of transactions by quicken. Enabled, worked fine.
    Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.

Answers

  • india just
    india just Mac Beta Beta
    Accepted Answer
    Correct! Schwab has a setting to enable OFX transactions, such as automated downloading of transactions by quicken. Enabled, worked fine.
    Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.
  • india just
    india just Mac Beta Beta
    one login had OFX enabled, the other did not. thus the different behavior
    Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    @india just

    I'm glad to hear that Schwab was able to get you all set up and running! If you do have any other questions feel free to post another question or comment on an ongoing community thread! 

    Thanks,
    Quicken Francisco
This discussion has been closed.