*MANY* problems with recent release, damn thing is unusable now (Wells, Schwab)

crownpointdude

Things went south in a big way with the recent release for windows

* Wells accounts. One step update was freezing, so I tried to disconnect/reconnect my wells account. Immediately get the CC-501 error. Cannot get the accounts reconnected

* Schwab recently bought Ameritrade. I was unable to switch the Atrade accounts to connect with Schwab. Not the CC-501 error however. It *does* connect, but it doesn't offer me the proper account to link to. It seems to think my IRAs are savings accounts, so it only offers bank accounts to link to (doesn't offer brokerage accounts)

* connecting to UBS still works, and is lightning fast.

* downloading quotes still works.

I *LOVE* Q's feature set, but have always had to spend too much time getting it to work, it's like an old car or something.....

mshiggins

The main discussion on the Ameritrade to Schwab account transitions is in the linked post below. I recommend you check there for help with your Ameritrade to Schwab transition.

https://community.quicken.com/discussion/7934297/handling-schwabs-purchase-of-td-ameritrade-in-quicken