how to add missing cost basis from Schwab account caused by last update R42.19

ekbm90
ekbm90 Member ✭✭
edited August 2022 in Investing (Windows)
I have three accounts with Schwab. One of the accounts is now missing all cost basis info. I have updated 2 times without success - still no cost basis. If there's a way to download the cost basis, I'd appreciate that- or how do I manually enter it?
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Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited July 2022
    Hello @ekbm90,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    If you haven't already, please take a moment to review and follow this Help Article in regard to resolving missing cost basis.

    I hope this helps!

    [Edited Link for Windows and Moved Thread to Windows Category]

    -Quicken Anja
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  • ekbm90
    ekbm90 Member ✭✭
    I am missing cost basis amounts in just one of three Schwab accounts. I can manually enter the cost basis but I am annoyed that this has happened and would like to know if it is a Quicken or Schwab problem I'm using Quicken for Windows.
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