Adding IRA to Schwab

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DBWnNC
DBWnNC Quicken Windows Subscription Member ✭✭
in Investing (Windows)
I have added an IRA to Schwab online. Quicken seems to see it when I do a "Reset Account" but it doesn't show up with the other accounts on the main screen.
Any ideas?

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What "main screen" are you referring to?

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Have you gone through the Tools > Add Account process in Quicken? If so, how far did you get, and what if any error message(s) did you receive?
    QWin Premier subscription
  • DBWnNC
    DBWnNC Quicken Windows Subscription Member ✭✭
    That worked. Thanks. I guess I should RTFM.
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