Schwab: OSU Categorizes "Reinvest Dividend as "Balance Adjustment"
isonclubikin Member ✭✭✭✭
edited January 2022 in Download, Add/Update Accounts (Windows)
With R37.64, I just did a One Step Update (OSU) and got a "Balance Adjustment" transaction in one of my investment accounts instead of the "Reinvest Dividend" (or even a plain old dividend) that the Schwab site says it should be. For the love of everything holy, will you people PLEASE fix this kind of stuff!?!
Annoying, right? Don't expect anything better with Merrill Edge! Vanguard, however, seems to integrate properly with Quicken and can record reinvested dividends as a single transaction.Quicken Windows User since 19920