Schwab accounts now unlinked
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rhbenjamin
Quicken Mac Subscription Member
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)
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Comments
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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.
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