schwab duplicate transactions

avee8or
avee8or Member ✭
edited April 9 in Errors and Troubleshooting (Windows)
When re-connecting online services, Quicken created a duplicate Schwab investment account for one (only 1 of several) accounts at Schwab. How do I merge them and purge the duplicate data?

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @avee8or

    If this just happened and assuming that you've got a fair amount of transaction history in the "original: Schwab account, I would suggest that you disconnect the new Schwab account and then reconnect just the original account from the account register.  But before you do that, I suggest that you open up the "Account Details" for the original account and make sure that the information on the "General" tab at the top right (acct. #, routing #, Customer ID) is correct.

    Let me know how that goes or if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

This discussion has been closed.

Categories