SWVXX shows in one account, not another
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Kristi Roberts
Member ✭✭
I've read the posts about issues with Schwab and SWVXX, but I think this issue is unique.
I bought SWVXX in my Schwab brokerage account. Since the buys won't download, I make a manual entry, so that it shows in my portfolio as a mutual fund. All good.
Then I bought SWVXX in my Scwab SepIRA. When I enter a manual entry, exactly the same way, it does NOT show in my portfolio. At the same time, the value of my account goes down, since the account thinks cash disappeared, but it doesn't show anywhere.
I posted this on a discussion a few days ago, but thought I'd solved the issue. I quit and then restarted the application, and the buy in the SepIRA was reflected. A day later, it disappeared again.
I'm trying to avoid calling Quicken yet. Any insights?
I bought SWVXX in my Schwab brokerage account. Since the buys won't download, I make a manual entry, so that it shows in my portfolio as a mutual fund. All good.
Then I bought SWVXX in my Scwab SepIRA. When I enter a manual entry, exactly the same way, it does NOT show in my portfolio. At the same time, the value of my account goes down, since the account thinks cash disappeared, but it doesn't show anywhere.
I posted this on a discussion a few days ago, but thought I'd solved the issue. I quit and then restarted the application, and the buy in the SepIRA was reflected. A day later, it disappeared again.
I'm trying to avoid calling Quicken yet. Any insights?
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