Negative cash balance linked account

lhershfield

I have a linked investment account at Schwab. The account holds no securities right now (confirmed when I look at "Holdings"), but it shows a negative cash amount in my consolidated list. There is no "Cash Balance" line item at all in the register. The linked amount is correct.

Sherlock

To access the checking checking linked to the investment account, open the investment account, press Ctrl + Shift + N, and select Checking Account.

If you want to manage the cash in the investment account, open the investment account, press Ctrl + Shift + E, choose No for Show cash in a checking account, and select OK.