Schwab - multiple accounts - download transaction issues

tvpluta 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


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