Schwab accounts now unlinked
rhbenjamin Member ✭
edited May 27 in Download, Add/Update Accounts (Mac)
All of my Schwab bank and brokerage accounts are now unlinked (as of 4/26/2023). I can reconnect to Schwab, but it creates a new set of accounts in Quicken that don't have all of the recatagorizations that I have done to prior transactions. Last week it all worked fine. Is this a known problem? (Version 7.0.1 (Build 700.48728.100 — macOS 13.3.1)
You don't have to let Quicken create new accounts for you. After entering your Schwab credentials you have the opportunity to link your Schwab accounts to your existing Quicken accounts.
Quicken Mac subscription. Quicken user since 1990.0
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