Schwab: OSU Categorizes "Reinvest Dividend as "Balance Adjustment"

isonclubikin
isonclubikin Member ✭✭✭
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!?!

Comments

  • paladin
    paladin Member ✭✭
    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.