Are we able to connect SCHWAB VIEW ONLY accounts to Quicken yet? I am on a MAC. Thanks.

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Tcoin
Tcoin Quicken Mac Subscription Member ✭✭
edited March 2023 in Download, Add/Update Accounts (Mac)
Are we able to connect SCHWAB VIEW ONLY accounts to Quicken yet? I am on a MAC. Thanks.

Best Answer

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    Answer ✓
    I was offered my view-only accounts after connecting recently (in 6.11.3 before 6.12 was released)... and had the normal options of ignore, add or link.

    Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.4 (and Win 11 under Parallels Desktop)

Answers

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    Answer ✓
    I was offered my view-only accounts after connecting recently (in 6.11.3 before 6.12 was released)... and had the normal options of ignore, add or link.

    Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.4 (and Win 11 under Parallels Desktop)

  • Tcoin
    Tcoin Quicken Mac Subscription Member ✭✭
    Thanks so much for letting me know! It worked for me.
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