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

Options
Tcoin
Tcoin 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 Member, Mac Beta Beta
    Answer ✓
    Options
    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 Ventura 13.6.5 • Windows 11

Answers

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
    Answer ✓
    Options
    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 Ventura 13.6.5 • Windows 11

  • Tcoin
    Tcoin Member ✭
    Options
    Thanks so much for letting me know! It worked for me.
This discussion has been closed.

Categories