Schwab brokerage - no transactions, no column adjustments

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Miss Cast
Miss Cast Member ✭✭
edited July 2023 in Signing In, Passwords, and Activation (Mac)

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.

Comments

  • RickO
    RickO SuperUser, Mac Beta Beta
    Options

    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 ✭✭
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    RickO, you genius! TYSM!
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