Schwab - multiple accounts - download transaction issues
tvpluta
Quicken Windows 2017 Member ✭✭
Anyone else having issues with downloading Schwab investment transactions for multiple accounts into the correct Quicken accounts?
Updated to version 37.67 today, transactions for 2 IRA's all loaded into one IRA. Previously they loaded into their individual accounts (for the most part correctly).
The work around is to accept them and then move from the incorrect account to the correct account. This worked for the most part, except when both accounts have the same investment and the software wanted to move historical transactions that should not move.
Almost 2 months post conversion with how Schwab transactions are downloaded, hope this gets better soon
Updated to version 37.67 today, transactions for 2 IRA's all loaded into one IRA. Previously they loaded into their individual accounts (for the most part correctly).
The work around is to accept them and then move from the incorrect account to the correct account. This worked for the most part, except when both accounts have the same investment and the software wanted to move historical transactions that should not move.
Almost 2 months post conversion with how Schwab transactions are downloaded, hope this gets better soon
1
Comments
-
You are certainly not the only one with this problem:
https://community.quicken.com/discussion/7904974/schwab-accounts-with-the-same-last-3-digit-account-numbers
https://community.quicken.com/discussion/comment/20222576#Comment_20222576
Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Thanks very much for forwarding along these links, appreciate it. Hopefully there are better days ahead with this0
This discussion has been closed.