Schwab Portfolio values/balances

I was able to convert the the Schwab interface pretty easily. I did it over a week ago. My transactions are downloading seamlessly.

However, my stock values are NOT updating. They are the same values they were when I got the new Schwab interface. HELP!

I am on version R37.37, build 21.1.37.37

Best Answer

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    You might look at the "Download Quotes" column of the Security List and make sure all the securities have checkmarks in their boxes.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    You might look at the "Download Quotes" column of the Security List and make sure all the securities have checkmarks in their boxes.
  • Thanks. Worked like a charm. Must have turned off in the transition.
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