Schwab - One Step Update - Schwab IRA not reflecting purchase of CD's.

Windows Version R48.15. Build

Transactions were on 3/23/23 but have not shown up in Quicken. I added securities manually but on the next One Step Update they disappeared again.

This is the first issue I have encountered since we had to add and reomve accounts when Schwab changed to a different system.


  • HeyDude79
    HeyDude79 Member

    I see a second account is not updating asfter selling security A and buying security B. Both the sec A still shows and cash from its sale. Should I delete both accounts and the add back? Any thoughts? Should I be trying to get assistance somehwere else?


  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @HeyDude79,

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

    This is a known issue that has been escalated internally, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates.

    We apologize for any inconvenience in the meantime! Thank you.

    -Quicken Anja
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