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Express Web Connect - view transactions

Mousehouse2

I used the Express Web Connect for my Schwab investing accounts and can see the summary, but I can't see the individual transactions. One of my accounts is wrong and I don't know how to see which line(s) created the problem. Or how can I just turn off Express Web Connect?

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Rocket J Squirrel

It sounds like your account got switched into “Simple” tracking mode. Go into the Account Details and and change it to Complete mode.

If you never want to use Simple mode, go to Preferences > Investments and un-check Enable Simple Investing.

Mousehouse2

Perfect. Thank you so much. Not sure how it got switched to Simple tracking. I went into each account and set it to Complete and then into the Preference screen for future new accounts