Charles Schwab and having multiple accounts

sippol
sippol Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)
I've read that the R37.35 patch fixed these issues, but I am only able to download 3 of the 6 Schwab accounts at this time. These 3 accounts are owned by three different owners. The accounts I cannot download are owned by the same owners. So what happens if an owner has multiple accounts? Is there a fix?

Answers

  • mitch.trumpetwin
    mitch.trumpetwin Member ✭✭✭✭
    sippol... not sure that this will work. However... make sure the 3 accounts that have not downloaded yet are de-activated. exit quicken. Re-load the mondo patch. Go into Quicken and try with the new userid. This worked for me.
  • sippol
    sippol Quicken Windows Subscription Member ✭✭
    Thanks, Mitch. First, thanks for your suggestion. Please explain what you mean by a new userid?
This discussion has been closed.

Categories