Quicken And Charles Schwab Investments
I have stopped using One Step Update with Schwab accounts because Quicken won't download the transactions. Also, I had to change my login password to Schwab and then Quicken wanted me to reauthorize the Schwab accounts but all Quicken did was loop with the reauthorize message. I've had enough with One Step Update for Schwab. It's easier to manually enter the transactions.
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