Negative cash balance linked account

lhershfield
lhershfield Member ✭
in Errors and Troubleshooting (Windows)
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.
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    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.

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