Schwab: Doesnt download transactions after moving a position from one account to another
Murali Narayanan
Member ✭✭✭
I moved shares of one stock from my IRA to Roth IRA, both accounts within Schwab. A month ago, it would show the name & ticker symbol of the stock with 0 shares and $0 amount. I made a transfer yesterday but as of today, downloads dont show this transaction. All other trade transactions showed up with no issues. YMMV.
0
This discussion has been closed.
Categories
- All Categories
- 16 Product Ideas
- 34 Announcements
- 248 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 516 Welcome to the Community!
- 680 Before you Buy
- 1.5K Product Ideas
- 55.6K Quicken Classic for Windows
- 16.8K Quicken Classic for Mac
- 1K Quicken Mobile
- 834 Quicken on the Web
- 126 Quicken LifeHub