Schwab Charitable: Mutual Fund Quotes Not Updating

pjdiaz
pjdiaz Quicken Windows Subscription Member ✭✭
edited January 2022 in Download, Add/Update Accounts (Windows)
On my desktop (Quicken Windows) I'm getting transaction updates from Schwab for my Charitable account, but no updated quotes for the mutual funds therein. Anyone else experiencing this? Both transactions and quotes are updated on my notebook, which runs Quicken Mac.

Answers

  • pjdiaz
    pjdiaz Quicken Windows Subscription Member ✭✭
    Solved it. Had to make a slight edit to the name of the security. At the next update, Quicken asked if I wanted to match it to the existing security (with the unedited name), did so and now it updates.
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