Schwab brokerage - no transactions, no column adjustments


I just got moved to Schwab from TD Ameritrade and there are some issues.

  1. Not only are transactions not downloading (i.e. dividend payments) but I can't even open the transactions page as the icon is greyed out.
  2. Can't add a cost basis column to my portfolio page, also greyed out.

Don't know whose end this issue is coming from but I'm ready to leave both Schwab and Quicken - Mac.


  • RickO
    RickO SuperUser, Mac Beta Beta

    Right click on the account in the sidebar and click Account Settings. Then change the Tracking Method from Simple to Detailed.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Miss Cast
    Miss Cast Member ✭✭
    RickO, you genius! TYSM!
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