Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Schwab holdings are *ALMOST* correct after creating account from scratch
Swampdude
My Quicken version is Home, Business & Rental Property, Version R36.48 Build 27.1.36.48.
(I tried installing the Mondo patch, but it failed.)
This is a Charles Schwab issue.
I noticed a couple of my securities & the cash balance no longer matched what I see in my account via the Schwab website and statements.
* I deactivated the Schwab updates attached to my original Quicken account.
* I tried "Add Account" and let it create a new Schwab Quicken account with a different name than the original.
After the account was created, the cash balance was now correct but there were security discrepancies. Quicken showed one security with the wrong share balance and another security that isn't part of my holdings. Oddly, both issues were with T.Rowe Price holdings.
If this is a known issue, please let me know. I'll wait for a resolution.
Find more posts tagged with
Comments
There are no comments yet
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of