Schwab One checking acct - cash

bellaireroad
bellaireroad Quicken Windows Subscription Member ✭✭
edited April 2021 in Download, Add/Update Accounts (Windows)
Is there a way to setup a Schwab 1 account as a checking account? I already have it set up as an investment account, but would like to use the check register function that quicken provides to track the cash balance in the account.
thanks

Best Answer

  • bellaireroad
    bellaireroad Quicken Windows Subscription Member ✭✭
    Answer ✓
    yes, thats what I want, How does that get set up?

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited April 2021
    usually a Schwab investment account has a "linked" Schwab checking account - vs "cash" in the investment account -
    [EDIT] - updated topic title to better reflect the actual Q&A


  • bellaireroad
    bellaireroad Quicken Windows Subscription Member ✭✭
    Answer ✓
    yes, thats what I want, How does that get set up?
  • bellaireroad
    bellaireroad Quicken Windows Subscription Member ✭✭
    thanks, I that worked, ignore the last question
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