Several mutual funds and bonds at Schwab accounts are not showing up as currently held.

Kevin Lynch
Kevin Lynch Member
I am using Version 6.7.1 and Mac Os 12.4. Since the last Quicken software update, I can download transactions from my Schwab accounts, but some funds & bonds do not show up as"Currently Held". I cannot seem to manually add them to the appropriate account. Have tried to deactivate and reconnect to Schwab. Have uninstalled and reinstalled Quicken. Does anyone else have a similar problem or suggestions on how to resolve?

Comments

This discussion has been closed.