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

Kevin Lynch
Quicken Mac Subscription 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?
0
Comments
-
Question withdrawn.Problem solved!0
This discussion has been closed.
Categories
- All Categories
- 10 Product Ideas
- 27 Announcements
- 183 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 724 Welcome to the Community!
- 602 Before you Buy
- 1.1K Product Ideas
- 49.7K Quicken Classic for Windows
- 15.4K Quicken Classic for Mac
- 983 Quicken Mobile
- 772 Quicken on the Web
- 73 Quicken LifeHub