Inaccurate and/or incomplete downloads from Charles Schwab.
Joseph Ellis
Member ✭✭
When I update my Charles Schwab account in Quicken, it accurately downloads my holdings, pricing etc. for my stocks and ETFs but either doesn't download or inaccurately downloads the pricing and value of bond holdings and fails to download transaction in the account, without regard to whether it stocks, ETFs etc. Schwab says they are providing access to Quicken to download all current information.
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